If you're only using your Health Savings Account (HSA) to pay for co-pays and prescriptions today, you’re missing out on its biggest superpower. In this episode, John reveals how to “hack” your HSA and turn it into a tax-free retirement goldmine. He also shares tips on contribution strategy, the portability of HSAs, what qualifies as a medical expense, and how to retroactively reimburse yourself in retirement.
Here’s what we discuss in this episode:
💡 Triple tax benefits in one account
🛠️ HSA vs. FSA—know the difference
💸 Why you should not swipe your HSA card
📈 Grow it now, spend it later
📁 Yes, receipts matter, retroactive hacks explained
Connect with us:
Web: https://rosewoodwealthmanagement.com/
Phone: 919-391-3446
Schedule a Meeting: http://meetwithjohn.com
Check us out on YouTube: https://bit.ly/46RaLvL
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