WFN #050 – Why EVERYONE in the US should get an HSA or Health Savings Account

Money goes IN tax FREE, 💲 GROWS tax FREE 💲 AND can be taken OUT tax FREE! 💲 Sound too good to be true?

It is called a Health Savings Account or HSA for short. In addition to IRAs, 401ks, life insurance and offshore accounts like we discussed in previous episodes, an HSA can be very beneficial to cut your tax bill AND grow money tax free.

Check out episodes 003, 006, 014, 015, 025, 035, 041 and 043 for more info on other tax savings strategies.

👉 Tip – Quest Trust and Specialized Trust, both of whom I use allow you to SELF-DIRECT HSAs in alternative investments!!

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Helpful Resources:

Publication 969 – what you can and can’t use an HSA for

Quest Trust Company

Specialized Trust Company

Secure Act

Secure Act 2.0

Connect with Charli

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605-951-0625

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