This week’s podcast is hosted by co-owner, Jason MacGregor and Cory Laird, CERTIFIED FINANCIAL PLANNER™. This episode is focused on Health Savings Accounts (HSAs). Our hosts will talk about who is eligible as well as the pros and cons.
Show Notes
Who is eligible? (01:06)
High deductible plan. (01:27)
Catch up provision differences. (02:40)
Cool features of these accounts. (02:55)
Options if your employer does not offer a HSA. (04:16)
Does it make sense for your family? (06:00)
Portability of HSA. (6:30)
FSA – what does this mean? (07:30)
What happens when I sign up for Medicare? (08:39)
Qualified medical expenses. (10:25)
Positives and pitfalls of the account. (11:18)
Tax free growth. (13:00)
Publication IRS/ Publication 969 and Publication 502. (14:57)
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