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Financial Planning

Think of Health Savings Accounts (HSAs) as a Retirement Tool

From 2006 to 2016, Health Savings Account (HSA) holdings ballooned from $1.7 billion to $37.0 billion in assets. HSAs are a fast-growing, tax-advantaged savings option for investors that can help cover medical costs or save for retirement. The attached research paper details how.

  • Discover the what, why, and how of HSAs’ tax benefits.
  • Compare the tax breaks offered by HSAs with those offered by employer plans, 529 plans, and other taxable savings accounts.
  • Examine the ways the favored tax status of HSAs can boost long-term savings compared with IRAs and other taxable savings accounts.

Health Saving Accounts

The opinions expressed in the reprinted article are those of the author, and do not purport to reflect the opinions or views of CPWM, LLC, its affiliates, or any of their respective employees. Full disclaimer found here.

Source: Vanguard Research

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