Be In The Know:
Incorporating HSAs as Part of Your
Long-Term Planning
Tuesday, July 11, 2023
5-5:45 p.m. CST | Followed by a Q&A
Health Savings Accounts, better known as an HSA, are a powerful tool to create wealth. The most appealing part of an HSA is the triple tax-exempt efficiency: money goes in pre-tax, grows tax free, and can be used without paying any tax when funds are withdrawn for approved medical expenses.
Investment Strategist & Portfolio Manager Mark Gierach will examine a list of HSA approved medical expenses, explain why you should not access the funds until later in life, look at some scenarios to estimate how much a person can accumulate in an HSA account and talk you through exploring whether or not you can take advantage of the tool.