An HSA account is one of the most tax-efficient savings accounts available to investors.  While many of the distribution rules are straightforward, there are several exceptions that should be considered before a client takes a distribution from their HSApdf.

  • What’s a Qualified Medical Expense
  • Eligibility of LTC insurance premiums
  • Eligibility of health insurance premiums
  • Impact if the distribution occurs before/after turning age 65
  • Use of HSA funds to pay for medical expenses of family members
  • Timing of expense considerations

To find more about out how an HSA might benefit you, contact our office at (877) 714-2362 to schedule a time to visit.

Or

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Walter F Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008

 

info@wfp-taxes.com

www.wealthfinancialpartners.com