🎙️ In this insightful episode, Kelly Augspurger talks with financial planning expert Ben Henry-Moreland about the strategic benefits of Health Savings Accounts (HSAs).
✨ Discover how to make the most out of your HSA, whether you're looking to cover immediate healthcare costs, or plan for long-term savings.
💰 Join us as we unpack the essentials of HSAs, exploring their unique benefits and tax advantages among many other important aspects of HSAs.
🏛️ Ben shares his expertise on maximizing HSAs through three key strategies: using funds as you go, investing for long-term growth, and balancing short-term and long-term needs, as well as, sharing loads of additional critical information concerning HSAs.
📻 Stay tuned if you're already utilizing an HSA, or considering one, this episode is packed with valuable insights and practical advice to help you make the most of these powerful savings accounts. Don't miss it!
In this episode they covered:
🔹 Triple Tax Advantages
🔹 Investment Strategies
🔹 Spousal Coordination
🔹 Long-Term Care Premiums
🔹 HSA Contribution Limits
🔹 Record Keeping
🔹 HSAs vs. FSAs
🔹 IRS Requirements
🔹 Navigating Life Changes
🔹 Expert Guidance
📽️ To watch this episode: https://youtu.be/MaBlW7FEzxE
🔗 For more information about Ben Henry-Moreland and Kitces.com, please visit:
📲 https://www.kitces.com
📲 https://web.facebook.com/ben.henrymoreland
📲 https://www.linkedin.com/in/bhenrymoreland
📲 https://www.linkedin.com/company/kitces
#HealthSavingsAccount #FinancialPlanning #SteadfastCarePlanning #kellyaugspurger #benhenrymoreland
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com