HEALTHCARE SAVINGS

It is important to review health insurance coverage options annually to ensure you have the best and most appropriate medical coverage.

If Funding an HSA and/or FSA can be a tax-efficient way to use, save, and invest for current and future medical and dental costs. An HSA can provide a triple tax-free opportunity to invest with the advantage of tax-free growth. This provides for growth and earnings that will not be taxed when submitting qualified medical or dental expenses.

 

After qualifying for Medicare, assess whether additional coverage will be needed.

GOAL

Review health insurance coverage annually and save for expenses.


CHECK POINTS

  • Health insurance coverage

  • Tax advantages of HSA and FSA accounts

  • Invest HSA dollars

  • Additional coverage

RESOURCES