Unfortunately, because my family has a medical share plan and not a traditional health insurance plan (revisit this blog to learn more), we are not eligible for what may be the most tax efficient investment vehicle available–the Health Savings Account (HSA), which also happens to be the most under-utilized investment vehicle. In this video, I cover the basics of an HSA and some ways it can be used to supplement your retirement savings.
Since this topic involves taxes, investments, and retirement planning it’s important you consult your financial advisor and CPA to determine how the HSA can fit into your financial plan.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.