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PolicyGenius

PolicyGenius

Liberty Wealth Advisors | Oct 21, 2021

HSAs give a sense of comfort to investors when planning for retirement – having funds specially earmarked for medical needs can create less of a drag on retirement portfolios designed to create ongoing retirement income.
 

Our Chief Client Officer, Annette VanderLinde, MBA, AIF®, CWS®, spoke with Policygenius Inc. about how HSAs can be a smart supplement to retirement plans.

 

 

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We serve more than 700 clients in 44 states with $1.75 billion in assets under management*, including high net worth families, trusts, and non-profit organizations throughout the United States.

*as of 1/1/2022

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