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Health Savings Accounts

Health Savings Accounts (HSAs) are the greatest saving and investing accounts.

The Triple Tax Advantage

HSAs are the only way to get all three tax advantages.

Pre-Tax Contributions*

Tax-Deferred Growth

Tax-Free Withdrawals**

*Must be eligible through a High Deductible Health Plan (HDHP). Limitations apply.

**Must be used for Qualified Medical Expenses.

Listen to the Health Savings Account Podcast Episode:

Health Super Accounts

RetireMentorship Episode 39

Freeman Linde, CFP® | October 25, 2021

Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.

Health Savings Account Withdrawals are Tax-FREE!*

*When used for Qualified Medical Expenses

HSA Qualified Medical Expenses

HSA distributions that are used to pay for Qualified Medical Expenses are tax-free. What are those expenses? The list is quite long, and it is worth learning them and refreshing your memory annually. See the full list of qualified expenses and a short description of each.

View HSA Qualified Medical Expenses

HSAs are a Great Way to Reduce Taxes in Retirement

Reducing Taxes in Retirement Workshop

Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:

  • The Retirement Tax Bomb
  • Strategies for Lowering Taxes
  • How to Leave the IRS Weeping
View Workshop at Save Taxes!

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Client Corner

Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.

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  • About
  • Podcast
  • Workshops
    • Investing Before And After Retirement
    • Maximizing Social Security
    • Reducing Taxes in Retirement
    • Estate Planning Essentials
    • Workshop Recordings
  • RetireMembership
    • Join RetireMembership
    • RetireMembership Access
 

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