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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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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). @2022 - Liberty Wealth Advisors - All Rights Reserved

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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

© 2023 Liberty Wealth Advisors All rights reserved.