What Happens to My HSA When I Die?
Автор: JohnsonBrunetti
Загружено: 2025-09-15
Просмотров: 255
Описание:
What happens to your Health Savings Account (HSA) when you pass away? In this episode of the Money Wisdom Question Series, Jake Doser, CFP®, CPWA® from Johnson Brunetti explains the rules around HSA beneficiaries.
✅ Learn the difference between leaving your HSA to a spouse vs. a non-spouse
✅ Understand how taxes apply to inherited HSAs
✅ Discover why HSAs may not be the best account to leave to heirs
Planning ahead is key—make sure your retirement accounts and estate plan are set up the right way.
📌 Have more retirement planning questions? Subscribe to the channel for more Money Wisdom insights.
Get More from us!
Explore our Blog: Dive into a wealth of knowledge and stay informed! Check out our latest post here:
Need Long-Term Care and Healthcare Guidance? Learn more: https://tinyurl.com/4rtnj335
Special Offer Just for You! Don’t miss out—claim your exclusive guide by visiting https://tinyurl.com/4b93ra45.
Subtitles are auto-generated.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
