In our eighteenth episode we discuss an Advisor’s ability to manage HSA accounts, and four key points of this growth opportunity:

  • The contributions are nearly half of 401(k) levels
  • Earnings can be tax free
  • There is no “use it or lose it” provision
  • No RMD

We hope you enjoy and follow us on this journey!

Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.