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037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart
Manage episode 373847107 series 3001511
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A well-built health savings account (HSA) can be a powerful part of your retirement portfolio. But there are things that everyone should know to make sure they are maximizing the benefits and getting the most from these accounts.
With that in mind, we’re not just calling in an expert. We’re calling in Bill Stuart, author of HSAs: The Tax Perfect Retirement Account. He’s one of the world’s leading authorities on this topic, and his understanding of HSAs is truly on another level.
In today’s conversation, we’re talking about the tremendous tax benefits of HSAs, what makes these accounts “triple tax-free,” who can use HSAs (and how to use one if you’re eligible), and some basic strategies you can employ at any stage of life to invest for long-term success.
In this podcast interview, you’ll learn:
- Why the HSA was created in 2004.
- The differences between HSAs and FSAs–and why the HSA is often much more valuable.
- What’s covered by an HSA and what might disqualify you from using an HSA.
- How HSAs work if you’re self-employed.
- What you need to know about rolling an HSA into an IRA or passing it on to your heirs.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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