Help Your Clients Be Better Prepared for Retirement

Here’s your crash course to communicating top-notch know-how on using a health savings account (HSA) to prepare for health care costs in retirement.

This eBook is for the registered investment advisor whose clients are preparing for retirement, the broker fielding retirement benefit questions from employers, and the benefits specialist helping employees save for the future. Whatever your role, you should know how individuals can leverage their HSAs to save for health care costs later in life and the nuances of applying for retirement benefits.

With nearly 10,000 people in the United States hitting retirement age every day, it’s likely that you have employees and clients asking for retirement savings advice. Health care costs are a major concern for Americans who are preparing for their golden years, and the intricacies of Social Security and Medicare only add to the complexity.

Penned by ConnectYourCare’s resident expert, Juan Godina, a health care banking and insurance service professional, this detailed eBook will provide a solid foundation you can draw on when answering tricky questions about how to save for health care costs in retirement. What assistance can you give employees trying to save for medical costs with a high deductible health plan (HDHP), an HSA, and an individual retirement account (IRA)? Can a 65-year-old who is still working contribute to their HSA while receiving Medicare benefits? Can Medicare pay for assisted living costs, or can individuals use their HSA funds to cover that expense?

If you don’t know the answers to these yet, don’t worry. Our eBook will cover all these questions and more, so you can offer well-informed consultation on how individuals can sail smoothly into retirement with HSA savings, to bolster their retirement nest egg.

Topics Covered in the HSAs in Retirement eBook: