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The Triple Tax Advantage: 3 Smart Ways to Use an HSA

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Manage episode 514224582 series 1507600
Content provided by Johnson Brunetti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Health Savings Accounts (HSAs) might be one of the most underrated tools in all of financial planning and today we’re going to tell you why. Nick and Jake will explain the three major benefits of an HSA and how to use it strategically before and during retirement. You’ll learn how to make the most of this “triple tax advantage,” including deductible contributions, tax-free growth, and tax-free withdrawals. There aren’t many financial tools that give you three layers of tax advantages, but the Health Savings Account (HSA) is one of them.

Here’s what we discuss in this episode:

🏥 What an HSA really is and how it works

🧾 Why HSAs beat most other tax-advantaged accounts

💳 Using an HSA for immediate medical expenses

🧠 The long-term strategy: treating it like an investment account

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

  continue reading

241 episodes

Artwork
iconShare
 
Manage episode 514224582 series 1507600
Content provided by Johnson Brunetti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Brunetti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Health Savings Accounts (HSAs) might be one of the most underrated tools in all of financial planning and today we’re going to tell you why. Nick and Jake will explain the three major benefits of an HSA and how to use it strategically before and during retirement. You’ll learn how to make the most of this “triple tax advantage,” including deductible contributions, tax-free growth, and tax-free withdrawals. There aren’t many financial tools that give you three layers of tax advantages, but the Health Savings Account (HSA) is one of them.

Here’s what we discuss in this episode:

🏥 What an HSA really is and how it works

🧾 Why HSAs beat most other tax-advantaged accounts

💳 Using an HSA for immediate medical expenses

🧠 The long-term strategy: treating it like an investment account

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai

  continue reading

241 episodes

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