In our latest episode of Quick Takes, Kirr, Marbach’s Associate Directors of Client Service Zach Greiner, CFP® and Maggie Kamman, CFP® cover Health Savings Accounts (HSAs), the tax-advantaged accounts used to save for qualified medical expenses for individuals covered under high-deductible health plans. Learn more about all of the benefits HSA accounts provide, including why they are considered “triple-tax-free”. With prudent planning, HSA accounts can help set you up for success with covering medical expenses in retirement – covering a broader variety of costs than what is typically covered by insurance. HSA accounts can even be used as a quasi-“rainy-day fund” if again planned for correctly. Click below to listen and learn about all of these things and more, and be sure to reach out to Zach at firstname.lastname@example.org or Maggie at email@example.com if we can provide guidance related to your specific situation.
The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.