A Beginners Guide to Using an HSA as a Secret Retirement Account
Kevin Lum, CFP®August 20, 202200:07:39

A Beginners Guide to Using an HSA as a Secret Retirement Account

In today’s episode I want to explain one of the most overlooked strategies for both reducing your taxable income and investing for the future.

In fact, I’m going to show you how you can get a tax deduction today and allow the money to grow tax deferred for years and then take out the money tax free.

You can find a list of expenses that qualify for a health savings account expenditure here: https://livelyme.com/whats-eligible/

Also, Lively is my favorite HSA provider because of their investment options and ease of use. I have no financial relationship with Lively I'm just a fan. https://livelyme.com

Website // https://foundryfinancial.org
Facebook // facebook.com/retirementpodcast

⏰ TIMESTAMPS
0:00 Introduction
0:42 HEALTH SAVINGS ACCOUNT
1:00 THE BASICS OF AN HSA PLAN
2:25 OPEN HSA ACCOUNT
3:40 STRATEGY FOR YOUR HSA ACCOUNT
6:32 CHECK FOR HSA ELIGIBLE PLAN
7:29 CONCLUSION

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❣ SPONSORED:
No, this video was not sponsored.

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📧 For Business Inquiries 📧:
Mail: kevin@foundryfinancial.org
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⚠️ "DISCLAIMER:⚠️

This is not financial or investment advice. This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.
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