A Health Savings Account (HSA) offers better tax advantages than any other type of account. The catch is that the money must be used for Qualified Medical Expenses to avoid taxes (and a possible 10% penalty)

In this video I walk through 3 aspects of HSAs, 6 strategies on how to use an HSA, and how best to invest money in an HSA based on the strategy used.

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Video Resources
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IRS Resource: https://www.irs.gov/publications/p969...
Fidelity HSA: https://www.fidelity.com/go/hsa/why-hsa
Lively HSA: https://robberger.com/go/lively/yt-in...

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap...
New Retirement (Retirement Planner): https://robberger.com/go/new-retireme...
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo...

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active...
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-...
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-vi...
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savi...
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.