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Health Savings Account (HSA)

With ongoing changes in healthcare, a health savings account (HSA) is increasingly more important. It’s not only a triple tax advantaged account, it’s part of a comprehensive retirement package. We’re the resource you need to save for today and invest for tomorrow

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Interest-bearing cash account and optional debit card

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Investment account with FIRST DOLLAR INVESTING and no minimum balance required

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More than 200 funds to choose from so you can easily select investment options for your clients

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Invest in as many funds as you or your clients would like

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No investment transaction fees

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While invested, funds remain available for use or can grow tax-deferred for future use


The IRS has extended the tax deadline from April 15th to July 15th. Individuals may continue to make 2019 HSA contributions through July 15, 2020. Read more about Covid-19