Health Savings Accounts Guide
5 Surprising Facts about Health Savings Accounts
Health Savings Accounts, or HSAs, can be a powerful strategic weapon for amassing a healthcare nest egg until you sign up for Medicare. These accounts, which operate in tandem with a high-deductible health insurance plan, pack a triple-tax punch: contributions are tax-deductible, growth is tax-free, and withdrawals for qualified medical expenses are tax-exempt. If you have at least $750,000 in investable assets, we designed this eBook just for you.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.
