Are HSAs good tax-advantaged accounts? Can you really accumulate funds over the years and use it tax-free in retirement? This is what listener Beth is wondering. She maxes out her HSA every year without touching it. We’ll discuss whether this strategy could be a smart move or if there are potential pitfalls to consider.
Here’s what we discuss in this episode:
💡 What makes HSAs unique
📈 Why letting your HSA grow could pay off
🩺 Tracking past medical expenses for future use
💬 Common mistakes and how to avoid them
Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
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It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
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