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LVW Advisors Private Wealth Advisor Jonathan Thomas, CFP®, recently spoke with Financial Advisor Magazine about the new “super catch-up” contribution limits for 401(k) plans. He emphasized the importance of strategic retirement planning and highlighted HSAs as an option for additional retirement savings. Jonathan explained that, after age 65, HSAs function similarly to 401(k)s or IRAs, with withdrawals for non-medical expenses subject to ordinary income tax but no penalty.
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