Health Savings Accounts
The Retirement Planning Gem
The Retirement Planning Gem Have you heard of the Health Savings Account (HSA)? Or as I like to call it, the retirement planning gem. This is NOT the Flex Savings Account (FSA) that is use it or lose it! The use it or KEEP it account! This is the use it or KEEP it account…
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“HSAs, an adviser favorite, just don’t get much love”
Please enjoy the recent InvestmentNews article titled, “HSAs, an adviser favorite, just don’t get much love”. Kaleb Paddock, founder of Ten Talents Financial Planning, is featured in this InvestmentNews article by Emile Hallez. “The accounts have another plus for retirees — withdrawals for ineligible expenses. After age 65, an HSA is comparable to a traditional…
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The Retirement Account Hiding in Plain Sight
UPDATED 05/18/2023 The Retirement Account Hiding in Plain Sight If you’ve been saving towards retirement for any length of time, chances are you’ve heard about IRAs, Roth IRAs, 401(k)s, 403(b)s, and 007(e)(i)(e)(i)(o)s (okay, that last one wasn’t real). All these accounts are great, and you should be using them as best fits your circumstance. But…
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What’s On My Mind – Episode 126 – “What you need to know about Health Savings Accounts (HSAs)”
What you need to know about Health Savings Accounts (HSAs)! Did you know that HSAs are even more tax-advantaged than 401(k) accounts? Learn how you can save an additional 7.65% on your taxes by using your Health Savings Account. You can also check out the original blog post that inspired this episode of What’s On…
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