• #15 - Health Savings Account Powerplay

  • Jan 20 2023
  • Length: 38 mins
  • Podcast
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#15 - Health Savings Account Powerplay

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  • Summary

  • 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
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