#healthsavingsaccounts #moneyandmortgages #HSAs

In this episode, host Adam Coleman welcomes back Doug Tease, a Certified Financial Planner with Jason Howell Company, to delve into the intricacies of Health Savings Accounts (HSAs). Doug provides a comprehensive overview of HSAs, discussing who qualifies, key benefits like the triple tax advantage, and strategic ways to use and invest HSA funds. The conversation covers comparisons between high deductible health plans and more traditional plans, and Doug offers valuable tips on tracking expenses, optimizing long-term growth, and making tax-efficient withdrawals. A must-watch for anyone looking to maximize their healthcare savings and investment strategies.

For more info on Doug: https://www.jasonhowell.com/our-team/douglas-w-tees

00:00 Introduction and Guest Welcome

00:43 Understanding Health Savings Accounts (HSAs)

01:37 Tax Advantages of HSAs

02:07 Eligibility and Plan Requirements

03:34 Investment Opportunities with HSAs

05:04 Comparing High Deductible Plans and Traditional Plans

09:17 Employer Contributions and Plan Selection

12:22 Managing and Rolling Over HSAs

14:07 Investment Strategies for HSAs14:56 Optimal Withdrawal Strategies

20:45 Planning Considerations and Final Thoughts

23:52 Conclusion and Contact Information

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Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.