• May 2018 Newsletter

    4 HSA Facts Every Planner Should Know In previous newsletters I have covered the basic financial planning concepts surrounding Health Savings Accounts (HSAs). Most notable is the strategy of not using the HSA for current health care expenses and instead, investing the HSA for retirement. Click the video link at the bottom of the page for a review of this strategy. Moving beyond “HSA 101” concepts, consider of few other useful planning strategies with HSAs: 1. The HSA owner has control over the money in their HSA account. This may seem somewhat basic but consider the implication. If you do not like the saving and investment options in the HSA…