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The Little-Known Strategy That Can Turn IRA Dollars Into Tax-Free Money
Most people don’t realize you can make a one-time, tax-free transfer from an IRA into an HSA. If you’re covered by an HSA-eligible health plan and not yet on Medicare, this strategy can quietly turn tax-deferred IRA dollars into tax-free money for future healthcare costs. For people in their early 60s with large IRAs, it can reduce future RMDs and create meaningful flexibility for medical and long-term care expenses.

John-Mark Young
15 hours ago4 min read


Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning
Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

John-Mark Young
Jan 14 min read


Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...

Andrew Young
Oct 14, 20246 min read


Health Savings Accounts (HSAs) – The Triple Tax Advantage Account
Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Andrew Young
May 20, 20243 min read


HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

Logan Doup
Mar 16, 20222 min read
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