1 TIAA Institute, “Financial literacy, longevity literacy, and retirement readiness,” 2022.
² “When to Start Receiving Retirement Benefits,” Social Security Administration, 2023.
³ “How Much Care Will You Need?” U.S. Department of Health and Human Services, 2020.
4 The Coronavirus Aid, Relief, and Economic Security Act (CARES Act, P.L. 116-136, March 27, 2020) made several changes to HSAs. Speak to your plan administrator for more information.
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