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EP 030: THE HSA NO-BRAINER
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - March 05, 2018 14:16 - 10 minutes - 9.27 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: EP 029: Finding a Satisfying Second Career with Dr. Russ Dore
Next Episode: EP 031: NO LAZY MONEY - TEACH YOUR KIDS
Health savings accounts, or "HSA" for short, have been around since 2003, when President Bush improved upon medical savings accounts and flexible savings accounts. HSAs are superior compared to their predecessors because of the triple-tax-free benefits and they are not “use it or lose it.” They are becoming more and more important as our healthcare cost crisis continues, and I predict your HSA will play a significant role in the years to come. Listen in to find out why.
Peak Wealth Management is a full-service Registered Investment Advisor located in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions putting them on a path toward fulfillment and their own definition of true wealth.