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Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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A Tax Savings Tip: Use your Health Savings Account

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Manage episode 358563271 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Health Savings accounts can be a great way to save for unexpected medical costs and can also provide tax savings. We discuss different strategies when using your HSA depending on if your goals are to save for an emergency or invest for later medical expenses.

Check out other resources here

Nicole wrote a blog: https://rockhousefinancial.com/financial-planning/health-savings-accounts/

Healthcare.gov. What qualifies as an HSA eligible plan?

https://www.healthcare.gov/glossary/health-savings-account-hsa/

Fidelity Viewpoints. August 29, 2022. How to plan for rising health care costs https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

CIGNA. Which Expenses are Eligible for HSA, FSA, and HRA Reimbursement? https://www.cigna.com/individuals-families/member-guide/eligible-expenses

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 358563271 series 3446032
Content provided by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Health Savings accounts can be a great way to save for unexpected medical costs and can also provide tax savings. We discuss different strategies when using your HSA depending on if your goals are to save for an emergency or invest for later medical expenses.

Check out other resources here

Nicole wrote a blog: https://rockhousefinancial.com/financial-planning/health-savings-accounts/

Healthcare.gov. What qualifies as an HSA eligible plan?

https://www.healthcare.gov/glossary/health-savings-account-hsa/

Fidelity Viewpoints. August 29, 2022. How to plan for rising health care costs https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs

CIGNA. Which Expenses are Eligible for HSA, FSA, and HRA Reimbursement? https://www.cigna.com/individuals-families/member-guide/eligible-expenses

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 episodes

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