Dodging Steep Penalties in Retiree-Only HRA Design
Worried about the Cadillac tax? ACA provisions have limited health reimbursement arrangements, but these vehicles may yet be important for employers.
Is the Stand-Alone HRA Making a Comeback?
Stand-alone health reimbursement arrangements have been a casualty of the Affordable Care Act, but proposed legislation could allow some small businesses to keep using them.
Maximizing Health Savings: HSA or FSA?
As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?
How Tax-Savvy Advisors Can Tackle Obamacare Taxes
Chad Smith of HD Vest discusses ways to help clients with the Medicare surtax in the Affordable Care Act.
Under the Hood: Medicare Premiums—What You Need to Know, Pt. 2
Understanding the premiums for Medicare parts A, B and D, along with some changes to the program from the Affordable Care Act.
What Obama Health Law Means Now That It’s Called a Tax
Considering the Patient Protection and Affordable Care Act’s broad reach, one simple thing is true of the PPACA’s potential tax and investment consequences: it’s complicated.
Advisors’ Work Begins With Supreme Court’s Ruling on Health Law
RIAs who own small businesses, and the stock markets, can now begin digesting the reality of the PPACA.