An HSA Is the Only Triple-Tax-Advantaged Account Available

Some of my most memorable vacations have centered around money — and didn’t require spending much of it at all. I had my photo taken next to a $1 million stack of bills at Binion’s on a recent trip to Las Vegas. Another memorable experience was visiting the Bureau of Engraving and Printing in Washington,…

Twenty years ago, a surviving spouse might have inherited a pension and a checking account. Today, she’s more likely to inherit multiple retirement accounts, taxable investments, trust assets, stock compensation, Medicare decisions and a Social Security claiming strategy, often all at once. As a CERTIFIED FINANCIAL PLANNER® Professional, I’m watching more of my female clients…

The main equity indexes were down after a low-volume late-summer trading session on Monday, as the uncertainty of war in the Middle East outweighed the certainty of solid earnings and revenue growth. Investors, traders and speculators are pulling back bets on rate hikes after cooler-than-forecast July consumer inflation and retail sales data. But the bond…

Nineteen people have been charged in connection with alleged schemes that fraudulently billed Pennsylvania’s Medicaid program more than $4 million for home health care services, federal and state authorities announced Aug. 4. The defendants, including home care company owners, home health aides and Medicaid recipients, were charged with health care fraud and other related offenses,…

More than one-third of financial advisers are preparing to retire within the next decade, which means advisory firms will need stronger recruiting, training and succession programs to ensure client relationships and assets remain intact, according to recently published research from Cerulli Associates. Approximately 35.3% of advisers—representing 40.1% of industry assets under advisement—expect to retire within…

Businesses change over time. Sometimes that change can turn a once-risky company into an attractive investment, but only if you can overlook the prior history. Here’s why Energy Transfer (ET +0.28%) could be a buy now and why some investors may still prefer to own a lower-yielding peer like Enterprise Products Partners (EPD -0.59%). Energy…