9 HSA "Hacks" That Can Multiply Your Wealth

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In this video, I walk you through 9 powerful HSA strategies that can dramatically increase your long-term wealth. From triple tax advantages to retirement income flexibility, these overlooked moves can turn your Health Savings Account into one of the most powerful tools in your financial plan.
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CHAPTERS
00:00 Video Overview
01:21 Invest Your HSA Dollars
02:36 Reimburse Yourself Years Later
06:13 Use the Last Month Rule Strategy
07:37 Treat it as a Stealth Retirement Account
08:48 Use it For Long Term Care Planning
10:39 Coordinate Carefully With Medicare
11:32 Use Your HSA for Tax Bracket Control
12:53 Build a Multi-Decade HSA Strategy
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OTHER IMPORTANT LINKS:
Federal Reserve Board Survey of Consumer Finances:
https://www.federalreserve.gov/econre...
Social Security Administration Application for Benefits
https://secure.ssa.gov/iClaim/rib

Geoffrey Schmidt, CPA Bio:
Geoff Schmidt is a CPA who specializes in personal financial education for those approaching or in Retirement. Geoff spends 100% of this time on financial education through social media.


Legal disclaimer:

Chapter Advisory, LLC (“Chapter”) is a private health insurance agency. In California, Chapter does business as Chapter Insurance Services (Lic. No. 6003691). Chapter is not affiliated with or endorsed by any government entity. While Chapter has a database of every Medicare plan option nationwide and can help you to search among all options, it has contracts with many but not all plans. As a result, Chapter does not offer every plan available in your area. Currently, Chapter represents 50 organizations which offer 18,601 products nationwide. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period.
Average potential savings are based on realized premium, co-pay, and out of pocket savings estimates self-reported by consumers that worked with Chapter Advisory LLC to enroll in a Medicare Supplement, Medicare Advantage, and/or Part D Prescription Drug Plan. The average is limited to consumers that chose to self-report. Savings information is subject to periodic updates and corrections. There is no guarantee of savings and any savings may vary by policy type, state, or other factors.

Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider. Holy Schmidt! is not affiliated with the Social Security Administration, Centers for Medicare & Medicaid Services or any government agency.