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Three Important Factors When Opening a Health Savings Account (HSA)
Manage episode 439027692 series 1446412
Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.
235 episodes
Three Important Factors When Opening a Health Savings Account (HSA)
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Manage episode 439027692 series 1446412
Polly, Clint, and Nate discuss some important factors around HSA accounts - did you know you can invest the proceeds into stocks, bonds, and funds? We discuss how HSAs have some similar properties to Roth IRAs and then an added benefit of being tax deductible on top of tax free if used for medical expenses. We also caution people how to appropriately look at HSAs in regards to balancing investments with timeframe and expected distributions.
235 episodes
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