Playbook of the Wealthy

Ep 45 - The Wonderful World of Health Savings Accounts


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Health Savings Accounts (HSAs) are worth obsessing over! Dave and Heather discuss their benefits, eligibility, contribution limits, and unique rules. They share personal anecdotes and practical advice on how to maximize the advantages of HSAs, especially in relation to tax savings and medical expenses. The conversation also touches on the implications of HSAs after age 65, employer contributions, and estate planning considerations.

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Playbook of the WealthyBy Playbook of the Wealthy