Maximizing HSA Planning with Ben Henry-Moreland

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🎙️ 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!