A great tool you could utilize for your financial plan is a Health Savings Account. Though it may be an underserved tool in some financial advisors’ tool belts, it has some amazing benefits.
In this episode, you will learn about HSAs and why they are sometimes referred to as ‘Super Roths’ (Spoiler alert: They are triple tax-free!). Listen to find out the ways to make the most of an HSA and some mistakes to avoid.
Join us on today’s episode as we break down these major topics:
- What is an HSA? Is it tax free? [1:25]
- Who qualifies for an HSA? [3:09]
- The advantages of a Health Savings Account. [8:00]