Goshert Financial

Health Savings Account FAQ

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Introduction

What is an HSA?

Why should I get an HSA?

What are qualified medical expenses?

What insurance plans are HSA-eligible?

How much can I contribute to my HSA?

Is my money safe?

How do I use the funds in my HSA?

How do the tax saving work?

  

 
Introduction

Health Savings Accounts are great news for Americans!

The U.S. Congress recently passed legislation which makes paying for medical expenses much more affordable for consumers. As of January 1, 2004, the new law provides broad access to Health Savings Accounts, which allow consumers to pay for qualified medical expenses with pre-tax dollars (income-tax free!) and save for retirement on a tax-deferred basis.
That is: to link the new HSAs (Health Savings Accounts) to Long Term Care, so the build-up in these tax-deferred savings could be used tax-free to pay for Long Term Care insurance premiums one day in the future.

The subscriber to the HSA may remain healthy and not use the investment build-up (ie. $2,400/yr deposited and compounding at 8-10%/yr.) to pay for out-of-pocket medical expenses (including the deductible).  In this case, when that subscriber turns 58 to 65 years of age, he/she can draw down on this accumulated savings tax-free and pay for Long Term Care insurance premiums

 

 

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