Have you ever wondered if your HSA contributions could cause unexpected issues as you approach retirement? In this episode, I highlight potential risks and mistakes that individuals near or in retirement might encounter with their HSAs. 

Specifically around scenarios such as switching into an HSA plan mid-year, transitioning out of an HSA plan mid-year, and moving from an HSA plan to Medicare. 

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Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

00:00 Intro

00:35 Understanding HSA Contributions and Limits

04:50 Scenario 1: Switching to an HSA Plan Mid-Year

07:42 Scenario 2: Switching Out of an HSA Plan Mid-Year

12:59 Scenario 3: Transitioning from HSA to Medicare

18:27 Key Takeaways and Final Thoughts