Published On Dec 19, 2022
Why HSA is better than a 401K? Explained in detail with examples.
00:00 Intro
00:26 Who can contribute to HSA?
00:48 How much can you contribute?
01:38 Investments in HSA
02:02 Triple Tax advantage in HSA
02:29 HSA Example
03:50 Non-qualified withdrawal
04:30 HSA when leaving the company
05:01 HSA Qualified Expenses while working
06:30 HSA Qualified Expenses after 65
07:09 HSA Strategies
Spreadsheet used in the episode (Copy to your account to use it - File - Make a Copy):
https://docs.google.com/spreadsheets/...
Instructions to copy the file:
If you are using mobile, click the three dots in the top right corner, then export & Share and then make a copy. That will copy the file to your account so that you can edit. If you are in a desktop computer, go to File - Make a Copy to copy the file.
References:
https://www.hsabank.com/hsabank/learn...
https://www.fidelity.com/viewpoints/w...
https://www.nerdwallet.com/article/in...
Other Related Episodes:
Tax Loss Harvesting: • Tax Loss Harvesting - is worth doing it?
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DISCLAIMER:
The content of this video is my own opinions and is for information purposes only. It is not intended as a substitute for professional financial advice. It is only intended to provide education about investments.