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About HSAs

An investment HSA can be a wonderful tool for building funds for retirement. But to ensure your clients are maximizing their HSA, you both need to know how they work. Click on a topic now to begin exploring the resources below.

HSA Basics

  • What are the benefits of HSAs?
  • How do HSAs work?

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Eligibility

  • Who is eligible?
  • What makes someone ineligible?

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Contributions

  • What are the rules for contributing?
  • How are contributions made?

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Withdrawals

  • What is covered by an HSA?
  • How does an accountholder access funds?

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Tax Information

  • What are accountholder reporting obligations?
  • What should accountholders do with their tax forms?

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HSA Strategies

  • How does an accountholder maximize their HSA savings?
  • How can an HSA be used for retirement savings?

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Other Topics

  • What’s new with HSAs?
  • What else should I know about HSAs?

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