Health Savings Accounts (HSAs) are tax-preferred accounts that can save you money in taxes
FedLife Podcast (ep. 15): Diving Deep into Health Savings Accounts
Health Savings Accounts (HSAs) are tax-preferred accounts that, if used for medical, dental, and vision expenses, can save you money in taxes. In this episode of FedLife Podcast, Dan Sipe sits down with Ed Zurndorfer, federal benefits expert, to take a deep dive into Health Savings Accounts. This is the time to get your HSA questions answered! In this episode, you will learn:
– How the HSA basically combines the typical IRA and the Roth IRA
– How HSAs differ based on your personal situation
– What goes into setting up an HSA
– What happens to your HSA when you pass away
– Why HSAs are not the best option for everyone
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
