Self-Directed HSA: It's Enrollment Time
from Directed IRA Podcast Hosted by Mat Sorensen and Mark Kohler
In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate and crypto to precious metals and private businesses, they share real examples, walk through contribution rules, and reveal how to make your HSA a long term investment vehicle that can cover everything from braces to retirement healthcare costs, completely tax free. Whether you’re an entrepreneur, investor, or just someone tired of overpaying for insurance, this episode will open your eyes to the power of the HSA and why it should be part of your wealth strategy today. Chapters: 0:06 - Why HSAs Matter Now 0:25 - High Deductibles And Real Costs 0:55 - Self-Directing Your HSA 1:17 - The Triple Tax Advantage Explained 2:46 - Real-World Growth Examples 4:06 - Level One Vs Level Two HSA 6:10 - Contribution Limits And Deadlines 8:16 - Contribute Early For More Growth 9:12 - Getting HSA-Eligible Insurance 11:14 - Last Month Rule And Plan Changes 12:17 - Catch-Up Contributions After 55 13:22 - Choosing The Right HSA Provider 14:47 - Steps To Set Up And Fund 16:33 - What You Can Invest In 18:21 - Reimbursements And Qualified Expenses 20:11 - Wrap-Up, Resources, And Disclaimers For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/ Other: Mat Sorensen: https://matsorensen.com Mark J. Kohler: https://markjkohler.com/ KKOS Lawyers: https://kkoslawyers.com Main Street Business https://mainstreetbusiness.com
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What this episode covers
In this episode, Mat Sorensen and Mark J. Kohler dive into one of the most underrated wealth-building tools out there: the Health Savings Account (HSA). With open enrollment around the corner, it’s the perfect time to rethink your healthcare strategy and unlock the triple-tax advantages of this incredible account. Mat and Mark break down how an HSA can save you thousands in taxes, how to qualify for one, and how to self-direct your HSA into assets you actually believe in. From real estate an...
Chapters
- 0:06 Why HSAs Matter Now
- 0:25 High Deductibles And Real Costs
- 0:55 Self-Directing Your HSA
- 1:17 The Triple Tax Advantage Explained
- 2:46 Real-World Growth Examples
- 4:06 Level One Vs Level Two HSA
- 6:10 Contribution Limits And Deadlines
- 8:16 Contribute Early For More Growth
- 9:12 Getting HSA-Eligible Insurance
- 11:14 Last Month Rule And Plan Changes
- 12:17 Catch-Up Contributions After 55
- 13:22 Choosing The Right HSA Provider
- 14:47 Steps To Set Up And Fund
- 16:33 What You Can Invest In
- 18:21 Reimbursements And Qualified Expenses
- 20:11 Wrap-Up, Resources, And Disclaimers
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