Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99
In the second episode of this special two-part series we continue with our deep dive conversation about Health Savings Accounts (HSAs) with Bill and Jackie, and guest co-host, Jeff York (also known as the Wealthy Custodian from episode 74 & 76). We break down in-depth scenarios, including unique contribution rules for domestic partners and adult children, investment strategies, drawdown plans and estate planning considerations. We answer listener questions and share our wish list for HSAs in the future.
For this episode we are providing a formal presentation here:
PDF of Full HSA Presentation
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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)
HSA Rules and Regulations (IRS Pub#969)
Qualified Medical/Dental/Vision Expenses (IRS Pub#502)
Preventive Care and Chronic Conditions (IRS Notice)
Morningstar / Best HSA Providers
Kitces / HSA ‘Deathbed Drawdown’
Fidelity / HSA Education
Wex Health / HDHP with HSA vs. traditional health plan calculator
Consumer Friendly List of HSA-Eligible expenses
🕒 Time stamps:
00:00 Introduction to HSA Series Part Two
00:23 Maximizing HSA Contributions for Families
02:34 Drawdown Strategies for Health Savings Accounts
06:59 Planning for HSA Beneficiaries
14:55 Case Study: Domestic Partners and HSA Contributions
20:06 Q&A Session: HSA Myths, Tips, and Tricks
28:17 Evaluating HSA Options for Chronic Conditions
28:53 Financial Considerations for High Deductible Plans
29:54 Using Calculators to Compare Health Plans
31:25 HSA Contributions and Family Plans
33:18 Maximizing HSA Benefits and Investment Strategies
43:54 Legislative Changes and
信息
- 节目
- 发布时间2024年10月1日 UTC 10:00
- 长度56 分钟
- 单集99
- 分级儿童适宜