Using a Health Savings Account (HSA) as a retirement vehicle

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Topic overview

Health savings accounts (HSAs) are designed to help individuals pay for qualified medical expenses and save for similar future expenses on a tax-free basis. They can also be used as a powerful retirement savings vehicle.

Have a conversation with your clients to help them maximize their retirement savings potential using HSAs.

Is this relevant to my clients?

Individuals could benefit from these tools if they:

  • Are already maximizing contributions to 401(k) plans and IRAs and need additional options for tax-deferred savings