Retirement Savings

Health savings accounts (HSAs) offer triple-tax advantage, making them popular savings vehicles to fund medical expenses. But if you’re thinking about leaving behind balances in an HSA, be mindful of your beneficiary choices. If you designate someone other than a spouse, your beneficiaries may be in for a surprise.

With the SECURE Act now signed into law, you may want to review your estate plan, especially if you are leaving retirement assets behind.