Are you looking at the Health Savings Account HSA as a retirement account? Do you have an amount in mind that you want to carry over into retirement? This tool will help you determine what you need to do in order to reach your goal.
There's an interesting article in strategy+business called "How to be a Demographic Realist" that presents some false assumptions about retirement -- something 21 percent of the global population will need to think about by 2100, as opposed to 7 percent now. It's probably not news to you that the burgeoning senior population faces some challenges...
Employers regard the need to control rising health and welfare costs as the top priority for the fourth consecutive year. Meanwhile, employees say retirement and investment issues are the primary benefits concerns. Employee concerns over retirement planning continue to be important as a large percentage of the work force nears...
Until few years ago, the clients and advisors decision to plan an early retirement rested on savings and wise investments. However, of late, another factor viz. ‘health care costs’ are resulting in early retirement plans by the clients. Clients believe that increasing health care costs would hamper the retirement planning;...
This paper explores the relationship between expectations about retirement, realizations of retirement, and the role of health shocks. The paper examines the rationality of retirement expectations. Rational behavior is defined here as decision-making that is based on an underlying model with both economic and health constraints. The paper also looks...
This paper analyzes the relationship between retirement and wealth. Using data from the first four waves of the longitudinal Health and Retirement Study - a cohort of individuals born from 1931 to 1941- reduced-form retirement and wealth equations are estimated. The results show that those who retire earlier do not...