The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now скачать в хорошем качестве

The Most Powerful Tax-Free Retirement Tool: Start Leveraging Your HSA Now

Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages (tax-free contributions, growth, and qualified withdrawals), HSAs offer a level of flexibility that’s hard to beat. I break down how to use an HSA not just for healthcare today, but as a long-term planning tool. That includes how to qualify, contribute, invest the funds, and take strategic withdrawals. I also explain why it’s worth tracking medical expenses—even if you don’t reimburse yourself right away—to create future options for tax-free income. What you'll learn: 1. How an HSA can help reduce your lifetime tax burden and fit into a broader retirement strategy 2. Ways to maximize the tax benefits beyond just paying current medical bills ======================= Work with us → https://www.rootfinancial.com/start-h... Check out our Root Financial Youtube Channel →    / @root_financial   Get access to the retirement software I use and more → https://retirement-planning-academy.m... _ _ ⏱Timestamps:⏱ 0:00 - How HSAs work 1:12 - Eligibility and contribution limits 3:19 - HSA details and nuances 4:36 - Timing flexibility 8:11 - Case study -- John 9:31 - Leveraging tax benefits 10:50 - Qualified medical expense 11:51 - Use HSA to the fullest extent 14:19 - HSAs in the grand scheme of things _ _ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.