Three Important Factors When Opening a Health Savings Account

Описание: Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.

More about this on our blog here: https://walknercondon.com/blog/three-...

Introduction to Health Savings Accounts (HSAs) - 00:00
Eligibility and High-Deductible Health Plans (HDHP) - 00:03:31
Tax Advantages of HSAs - 00:07:20
Investing Options in HSAs - 00:08:53
Long-Term vs. Immediate HSA Use - 00:09:55
Choosing an HSA Provider - 00:12:01
Linking HSA to Brokerage Accounts (e.g., Fidelity, Schwab) - 00:12:55
Difference Between HSAs and FSAs - 00:14:36
HSA Flexibility and Usage at Retirement - 00:15:49
Using HSAs for Medicare Premiums After 65 - 00:16:59


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