Steadfast Care Planning

Maximizing HSA Planning with Ben Henry-Moreland

โ€ข Kelly Augspurger โ€ข Season 3 โ€ข Episode 10
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๐ŸŽ™๏ธ In this insightful episode, Kelly Augspurger talks with financial planning expert Ben Henry-Moreland about the strategic benefits of Health Savings Accounts (HSAs).

โœจ Discover how to make the most out of your HSA, whether you're looking to cover immediate healthcare costs, or plan for long-term savings.

๐Ÿ’ฐ Join us as we unpack the essentials of HSAs, exploring their unique benefits and tax advantages among many other important aspects of HSAs.

๐Ÿ›๏ธ Ben shares his expertise on maximizing HSAs through three key strategies: using funds as you go, investing for long-term growth, and balancing short-term and long-term needs, as well as, sharing loads of additional critical information concerning HSAs.

๐Ÿ“ป Stay tuned if you're already utilizing an HSA, or considering one, this episode is packed with valuable insights and practical advice to help you make the most of these powerful savings accounts. Don't miss it!

In this episode they covered:

๐Ÿ”น Triple Tax Advantages

๐Ÿ”น Investment Strategies

๐Ÿ”น Spousal Coordination

๐Ÿ”น Long-Term Care Premiums

๐Ÿ”น HSA Contribution Limits

๐Ÿ”น Record Keeping

๐Ÿ”น HSAs vs. FSAs

๐Ÿ”น IRS Requirements

๐Ÿ”น Navigating Life Changes

๐Ÿ”น Expert Guidance

๐Ÿ“ฝ๏ธ To watch this episode: https://youtu.be/MaBlW7FEzxE

๐Ÿ”— For more information about Ben Henry-Moreland and Kitces.com, please visit:

๐Ÿ“ฒ https://www.kitces.com
๐Ÿ“ฒ https://web.facebook.com/ben.henrymoreland
๐Ÿ“ฒ https://www.linkedin.com/in/bhenrymoreland
๐Ÿ“ฒ https://www.linkedin.com/company/kitces 

#HealthSavingsAccount #FinancialPlanning #SteadfastCarePlanning #kellyaugspurger #benhenrymoreland

For additional information about Kelly, check her out on Linkedin or www.SteadfastAgents.com.

To explore your options for long-term care insurance, click here.

Steadfast Care Planning podcast is made possible by Steadfast Insurance LLC,
Certification in Long Term Care, and AMADA Senior Care.

Come back next time for more helpful guidance!

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