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๐๏ธ In this insightful episode, Kelly Augspurger talks with financial planning expert Ben Henry-Moreland about the strategic benefits of Health Savings Accounts (HSAs).
โจ Discover how to make the most out of your HSA, whether you're looking to cover immediate healthcare costs, or plan for long-term savings.
๐ฐ Join us as we unpack the essentials of HSAs, exploring their unique benefits and tax advantages among many other important aspects of HSAs.
๐๏ธ Ben shares his expertise on maximizing HSAs through three key strategies: using funds as you go, investing for long-term growth, and balancing short-term and long-term needs, as well as, sharing loads of additional critical information concerning HSAs.
๐ป Stay tuned if you're already utilizing an HSA, or considering one, this episode is packed with valuable insights and practical advice to help you make the most of these powerful savings accounts. Don't miss it!
In this episode they covered:
๐น Triple Tax Advantages
๐น Investment Strategies
๐น Spousal Coordination
๐น Long-Term Care Premiums
๐น HSA Contribution Limits
๐น Record Keeping
๐น HSAs vs. FSAs
๐น IRS Requirements
๐น Navigating Life Changes
๐น Expert Guidance
๐ฝ๏ธ To watch this episode: https://youtu.be/MaBlW7FEzxE
๐ For more information about Ben Henry-Moreland and Kitces.com, please visit:
๐ฒ https://www.kitces.com
๐ฒ https://web.facebook.com/ben.henrymoreland
๐ฒ https://www.linkedin.com/in/bhenrymoreland
๐ฒ https://www.linkedin.com/company/kitcesย
#HealthSavingsAccount #FinancialPlanning #SteadfastCarePlanning #kellyaugspurger #benhenrymoreland
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!
By Kelly AugspurgerSend us a text
๐๏ธ In this insightful episode, Kelly Augspurger talks with financial planning expert Ben Henry-Moreland about the strategic benefits of Health Savings Accounts (HSAs).
โจ Discover how to make the most out of your HSA, whether you're looking to cover immediate healthcare costs, or plan for long-term savings.
๐ฐ Join us as we unpack the essentials of HSAs, exploring their unique benefits and tax advantages among many other important aspects of HSAs.
๐๏ธ Ben shares his expertise on maximizing HSAs through three key strategies: using funds as you go, investing for long-term growth, and balancing short-term and long-term needs, as well as, sharing loads of additional critical information concerning HSAs.
๐ป Stay tuned if you're already utilizing an HSA, or considering one, this episode is packed with valuable insights and practical advice to help you make the most of these powerful savings accounts. Don't miss it!
In this episode they covered:
๐น Triple Tax Advantages
๐น Investment Strategies
๐น Spousal Coordination
๐น Long-Term Care Premiums
๐น HSA Contribution Limits
๐น Record Keeping
๐น HSAs vs. FSAs
๐น IRS Requirements
๐น Navigating Life Changes
๐น Expert Guidance
๐ฝ๏ธ To watch this episode: https://youtu.be/MaBlW7FEzxE
๐ For more information about Ben Henry-Moreland and Kitces.com, please visit:
๐ฒ https://www.kitces.com
๐ฒ https://web.facebook.com/ben.henrymoreland
๐ฒ https://www.linkedin.com/in/bhenrymoreland
๐ฒ https://www.linkedin.com/company/kitcesย
#HealthSavingsAccount #FinancialPlanning #SteadfastCarePlanning #kellyaugspurger #benhenrymoreland
For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.
To explore your options for long-term care insurance, click here.
Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.
Come back next time for more helpful guidance!