Core
Health Savings Account (HSA)
Save for healthcare with valuable tax advantages.
About this strategy
A Health Savings Account, or HSA, is a tax-advantaged account available to eligible individuals with qualifying health coverage. Eligible contributions can be deductible or excluded from income, earnings can grow tax-free, and withdrawals used for qualified medical expenses are generally tax-free. Unlike many spending accounts, unused HSA funds can remain invested and carry forward from year to year, making an HSA useful for both current healthcare expenses and longer-term planning.
Implementation resources
Slides, templates, and supporting videos.