🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25

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Retirement Planning - Money Not Math

Drew Erickson

193 episodes

5 days ago

I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun.

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🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live

Retirement Planning - Money Not Math

10 minutes 38 seconds

9 months ago

🎙️ Why Health Savings Accounts (HSAs) Aren't Always Worth the Tax Savings 🏥 2.20.25 | Retire Confidently Facebook Live

In this episode, I dive deep into the world of Health Savings Accounts (HSAs). Discover how HSAs can be a game-changer for your financial health, offering triple tax savings and more. But they aren’t always the right decision for everyone. We break down the benefits of high-deductible health plans and compare them with traditional health insurance options. Learn how HSAs can significantly impact your retirement planning by providing a tax-advantaged way to save for future healthcare expenses. Whether you're new to HSAs or looking to optimize your current strategy, this episode is packed with valuable insights and practical tips.

🔗 Read the full article here: https://www.kitces.com/blog/ben-dobler-hsas-health-savings-accounts-hsa-high-deductible-health-plan-ppo-premium-deductible-triple-tax-savings-advantage-calculation/

Disclaimer: This content is not legal, tax, or investment advice. Always consult a qualified professional regarding your own situation. And since this is a live session, I may occasionally make a mistake.

#HSAs #HealthSavingsAccount #FinancialHealth #TaxSavings #HighDeductiblePlan #PPO #PersonalFinance #Healthcare #Investing #MoneyManagement #RetirementPlanning