An investment HSA is a valuable part of any comprehensive retirement strategy. These simple, detailed resources will help you completely understand HSAs’ value and confidently discuss them with clients:

Resources for Account Holders

• Investing In A Healthy Future Brochure
• HSA Overview Flyer
• FAQs: How To Use Your HSA

Resources for Advisors

• Advisor Guide: How to Sell Your HealthSavings HSA Program
• ‘What Do Advisors Think About HSAs?’ Survey Results
• HealthSavings vs. the HSA Industry
• Understanding HSA Total Cost

Educational Blog Posts

• How Advisors Can Become Total Retirement Experts For Their Clients
• HSAs: The Best Way To Save For Retirement
• 8 Ways Plan Sponsors Can Boost The Success Of Their HSA Offerings

Eligibility Quiz

• Individual Eligibility Quiz

Videos

HSA 101: The Benefits of HSAs
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Calculators

• Contribution Calculator
• Goals Calculator
• Retirement Savings Calculator
• Plan Comparison Calculator
• Employer Cost Savings Calculator