The Retirement Oasis Podcast

#15 - Health Savings Account Powerplay

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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.)

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    Want to speak to a fiduciary financial planner?

    • Schedule an Introductory Call with Oasis Wealth

     

     

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    The Retirement Oasis PodcastBy Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA
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