Our recent webinar focused on how health savings accounts work as an investment and savings tool. This knowledge is especially critical since open enrollment for health insurance began on November 1. There are requirements you must meet to open and contribute to an HSA. This includes enrolling … Read More
Planning to help your child pay for college is a major undertaking. College is not cheap, but you don’t want your children saddled with student loan debt, either. A 529 plan helps offset that costly burden. But did you know there is an alternative to 529 college … Read More
A self-directed health savings account (HSA) follows the same IRS rules that a regular HSA does. Self-directed plans have the same annual contribution limits and eligibility requirements. They provide a way to build tax-free funds you can spend on qualified medical expenses throughout your lifetime. So, how … Read More
A health savings plan is a fantastic tool that can lessen the burden of health care costs now and in the future. Unused funds in the account roll over year after year, accumulating growth that can significantly supplement your retirement income. A self-directed health savings account gives … Read More
If you are searching for options to help finance your child’s college education, Advanta IRA has a potential solution to help your child avoid student loan debt. We are referring to self-directed education savings accounts, which allow you to choose the assets for the plan based on … Read More
The disparity in the amount of retirement savings women accumulate compared to men is vast according to experts. Some of this can be attributed to the fact that women as a whole tend to earn less than men who are employed in the same positions. But that … Read More
Education savings accounts (ESAs) are cool little tools that allow you to save and accrue tax-sheltered income for your child’s education. The benefits of a self-directed education savings account work the same way. But a self-directed account allows you to use alternative investments instead of traditional stocks, … Read More
