The HSA 'Receipt' Loophole to Maximize Tax Savings | HSA Hack

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A Health Savings Account (HSA) is one of the most tax-advantaged accounts a retiree can utilize.


It is the only account that allows you to escape the tax system altogether.

Unfortunately, you can not maximize this account if you're only focused on contributing to it each and every year. You also need to maximize this account after the contribution.


On a regular basis, I see massive mistakes being made on how retirees invest these HSA accounts.


For instance, many investors leave their HSA accounts in cash because they do not want to invest these accounts aggressively in case they have an unexpected medical expense.


However, we know, leaving this account in a safe investment like cash vastly undervalues this account over time.


What is a retiree to do?


In this video, we explain a lesser known HSA hack that will allow you to gain the best of both worlds... Grow your HSA for maximum tax savings while allowing for ongoing use of funds regardless of the market environment.


This will be especially important for those starting an HSA in 2022.


#RetirementIncomePlanning #RetirementTaxPlanning


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