Articles Under the Tag: Retirement

General

4 Ways to Invest in Your Future with Your Tax Refund

2 minute read

March 31, 2020

If you've benefitted from a tax refund, here are a few ways to invest this money back into your personal and financial health.

Reimbursement Accounts

Should you invest your HSA?

5 minute read

February 27, 2020

Learn more about the pros and cons of investing your HSA, and why this may be a beneficial strategy to consider for your overall financial wellness.

Benefits Strategy

Roth vs. Traditional IRA: Deciding Where You Want the Tax Benefit

3 minute read

February 06, 2020

When it comes to retirement planning, there are multiple ways for education professionals to save.

Benefits Strategy

Has your 403(b) plan document been approved by the IRS?

2 minute read

October 17, 2019

As an employer, you may be aware that IRS requires tax-qualified retirement plans be documented in a detailed written plan document.

Reimbursement Accounts

How Your HSA Can Help You Prepare for Retirement

4 minute read

July 08, 2019

Did you know that a Health Savings Account (HSA) can help you prepare for retirement?

American Fidelity Assurance Company
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