#15 - Health Savings Account Powerplay

from The Retirement Oasis Podcast · host Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA

There are good tax planning strategies and then there are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented. In this episode, Steve and Mel discuss the following: What is a Health Savings Account? What are the potential tax benefits (spoiler alert: it’s not small)? The pros and cons of an HSA? How to avoid mistakes in the implementation of an HSA. Resources: Visit our Blog at Oasis Wealth For a list of qualified medical expenses, see IRS Publication 502. For a couple of Health Savings Account administrators, see Lively Website or HSA Bank Website. (We do not endorse them so please do your own due diligence.) Want to speak to a fiduciary financial planner? Schedule an Introductory Call with Oasis Wealth

What this episode covers

Do you want to kick Uncle Sam in the groin? A Health Savings Account may indeed offer you that opportunity. Learn the pros and cons of a Health Savings Account and the nuances of implementing this strategy.

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#15 - Health Savings Account Powerplay

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This episode is 38 minutes long.

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This episode was published on January 20, 2023.

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