Are you enrolled in a high-deductible health plan?
Here’s a high-flyin' idea: Save with a high-deductible health plan (HDHP).
Lower premiums could make it a wise choice.
Do you receive HSA contributions from your employer?
It’s a hoot to get free money from your employer.
Do you currently have enough money in your HSA to cover your annual health plan deductible?
Squirrel away enough to cover your annual deductible.
Beyond your deductible, do you currently have enough saved to cover planned HSA-qualified healthcare expenses?
Hoard your acorns to cover your yearly needs.
Do you have enough saved to cover your annual out-of-pocket max in case of a healthcare emergency?
Go out on a limb with your HSA savings and create an emergency safety net.
Are you on pace to max out your HSA contributions?
Be cunning and sniff out every available HSA tax deduction1 - so you can outfox the tax
trap.
Do you currently invest1 at least part of your HSA balance?
Send your health savings soaring when you build a healthcare retirement savings nest
egg.
1HSAs are never taxed at a federal income tax level when used appropriately for qualified medical expenses. Also, most states recognize HSA funds as tax-deductible with very few exceptions. Please consult a tax advisor regarding your state’s specific rules.
1Investments are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. Investing through the HealthEquity investment platform is subject to the terms and conditions of the Health Savings Account Custodial Agreement and any applicable investment supplement. Investing may not be suitable for everyone and before making any investments, review the fund’s prospectus.
HealthEquity does not provide legal, tax or financial advice. Always consult a professional when making life changing decisions.
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Connecting Health and Wealth