The Retirement Oasis Podcast is dedicated to helping you visualize, plan, and enjoy a retirement lifestyle defined by you. Your hosts, Mel Bond and Steve Martin, are fiduciary financial planners who offer wisdom and encouragement on a variety of financial (tax, investments, retirement cash flow, etc.) and lifestyle issues for your journey to and through the best season of your life.
Episodes
Friday Jan 20, 2023
Friday Jan 20, 2023
There are good tax planning strategies and then there are great tax planning strategies. Today, we will discuss what I think is a great tax planning strategy – in the right situation and if properly implemented.
In this episode, Steve and Mel discuss the following:
- What is a Health Savings Account?
- What are the potential tax benefits (spoiler alert: it’s not small)?
- The pros and cons of an HSA?
- How to avoid mistakes in the implementation of an HSA.
Resources:
- Visit our Blog at Oasis Wealth
- For a list of qualified medical expenses, see IRS Publication 502.
- For a couple of Health Savings Account administrators, see Lively Website or HSA Bank Website. (We do not endorse them so please do your own due diligence.)
Want to speak to a fiduciary financial planner?
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