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Health Savings Accounts, breaking the code

Hosted by: Laura Hawley Special guest: Kyle Cobia

November 22, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Kyle Cobia – AIF®, Financial Advisor at Allen & Company

In this episode, we discuss and take a practical look at Health Savings Accounts (HSA), who can open Health Savings Accounts (HSA), the amount you can contribute, unused money in your Health Savings Account (HSA), the role a Health Savings Account (HSA) may play in your retirement plans, and much more.

In this episode we cover:

  • The advantages of Health Savings Accounts and how they can affect your retirement (1:29)
  • The tax deferred nature of Health Savings Accounts (HSA) (1:40)
  • Types of contributions you can make (2:10)
  • How you can use your Health Savings Account (HSA) to save for retirement (3:15)
  • Building your Health Savings Account (HSA) is about choices (6:25)
  • Similarities of Health Savings Accounts (HSA) to 401k’s (7:10)
  • Using a Health Savings Account (HSA) for medical expenses (10:10)

Links From the Show:

Tweetable Topics:

You can’t side step all movements of the market. – Laura Hawley, CFP®, President at Allen & Company

Everyone should have a Last Will and Testament. – Kyle Cobia, AIF®, Financial Advisor at Allen & Company

80% of HSA funds today are in banks or bank-like depositories. – Kyle Cobia, AIF®, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Kyle Cobia – AIF®, Financial Advisor at Allen & Company
Allen & Company – Kyle Cobia
LinkedIn – Kyle Cobia

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