Timothy Sumer

***Lively has started charging $24 or forces you to hold a minimum of $3,000 in their HSA. Due to this change, I do NOT recommend them any longer. Please do not use this company. A Fidelity HSA is currently free at this time*** An HSA (Health Savings Account) is one of the best investments you could ever make. This is especially true for anyone pursuing Financial Independence Retire Early. The HSA gives you the chance to invest your money tax-free, let your money grow tax-free, and you can even withdraw your money tax-free. In this video, I'll show you how to turn your HSA (Health Savings Account) into one of the best retirement accounts you've ever had. Car Hacking Strategy To Get Free Cars FOREVER: The Best Bash Back Credit Cards: Accepted medical expenses: Check Out My Recommendations (It helps support the channel): 🔥 M1 FINANCE Investing- Free $10 (once you deposit at least $100 within 30 days) Here's a video on how to use M1 Finance 📝 Empower (

Do you have a tax-efficient retirement income strategy that all tax-saving strategies available to you like an HSA? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to An HSA is your most tax-advantaged account in retirement due to its triple tax advantage. If used properly, the money in an HSA can completely avoid taxes altogether. But as tax-advantaged as this account is while you're alive, it's quite tax disadvantaged after death. Health Savings Accounts can be passed to other persons or entities in one of five ways. An inherited HSA in many cases becomes fully taxable in the year of death. For instance, a non-spouse inheriting this account will have to withdraw the full HSA and pay income taxes on the full amount. This can drive any heir into higher brackets pretty quickly. So what can a retiree do? First, fully utilize the HSA while stil