In this episode of the Expert Perspectives podcast, sponsored by Fidelity and hosted on BenefitsPRO, we’ll hear highlights from the September 25th presentation titled, How HSA’s impact financial wellness & retirement.

 

Recent research by Fidelity reveals that American workers are struggling in all four domains of their Total Well-Being: money, work, health, and life. However, Health Savings Accounts can help mitigate that. An HSA is a great way to pay for current qualified medical expenses because of the tax advantages – but it’s also a great way to save money for retirement. Understanding the role HSAs play in financial wellness will help you better advise clients and their employees as they save for the future.

 

William Applegate, VP, Industry Relations at Fidelity Investments, addresses how HSAs fit into the domains of Total Well-Being, what current HSA holders are doing and their savings behaviors, as well as how to engage your clients and their employees in understanding the power of their HSA.

 

The full on-demand webcast can be found here: https://www.benefitspro.com/2019/08/15/how-hsas-impact-financial-wellness-retirement/

William Applegate | VP, Industry Relations | Fidelity Investments