Articles Under the Tag: Retirement

Retirement Savings Withdrawals vs Loans
6 minute read
August 04, 2020
There are key differences between retirement savings withdrawals and loans, some of which could have major financial consequences or penalties.
- Tags:
- Retirement

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.
- Tags:
- Retirement
- HSA

Should you invest your HSA?
6 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.
- Tags:
- Retirement
- HSA

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.
- Tags:
- Retirement

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.
- Tags:
- Retirement
- Compliance

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?
- Tags:
- HSA
- Retirement
American Fidelity Assurance Company
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