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HEALTH SAVINGS ACCOUNTS, BREAKING THE CODE

by: LAURA HAWLEY guest: Kyle Cobia November 22, 2017
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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.

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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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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...