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In this video, I break down the triple tax benefits of Health Savings Accounts, what happens to your HSA when you pass away, and the key differences between HSA inheritance rules vs Roth IRA inheritance.You’ll learn:• The 3 unique tax advantages of HSAs• What happens if your spouse or children inherit your HSA• Why Roth IRAs often make better legacy tools• A smart strategy for spending your HSA before death
If you want to get personalized advice, book a call with me at https://forthrightfinances.com/start-my-retirement/
By Scott Newhouse5
66 ratings
In this video, I break down the triple tax benefits of Health Savings Accounts, what happens to your HSA when you pass away, and the key differences between HSA inheritance rules vs Roth IRA inheritance.You’ll learn:• The 3 unique tax advantages of HSAs• What happens if your spouse or children inherit your HSA• Why Roth IRAs often make better legacy tools• A smart strategy for spending your HSA before death
If you want to get personalized advice, book a call with me at https://forthrightfinances.com/start-my-retirement/

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