Cornerstone Private Office
The HSA Nobody Treats Like a Retirement Account
Sponsors in this episode
No sponsor reads found in this episode's notes.
Host-read ads that the notes don't mention can't be found this way.
Show notes
Most people treat their Health Savings Account like a glorified checking account for co-pays, missing that it may be the single most tax-advantaged account available under U.S. law. Professor Jack Ledger explains the triple tax advantage of the HSA, how unused funds roll over indefinitely, and why the account effectively becomes a second IRA after age sixty-five. He shares the data showing barely a tenth of HSA holders actually invest their balance, leaving years of tax-free growth on the table. This episode makes the case for treating your HSA as a retirement vehicle instead of a spending account.
From the show's RSS feed.