Paying for health care is expensive. Is there a better way?
Health Savings Accounts (HSAs) allow users to save money for qualified medical and retiree health expenses on a tax-free basis. We can help you plan for medical expenses.
Please note that HSAs aren’t “use it or lose it.” They offer tax-free investment benefits that may be rolled over into a retirement account if you are no longer enrolled in an HDHP – High Deductible Health Plan – or when you are ready for Medicare. We can help you navigate the opportunities and avoid the penalties.