Have you ever heard about the Health Savings Account (HSA) used in retirement planning?

Simply put, if a 401(k) and a Roth IRA were to produce an offspring, it would be the HSA — because of its unique tax advantages that gives you the best of both accounts!

In this insightful episode, Jim Kruzan, CFP®, CRPC®, makes a compelling case for Health Savings Accounts, especially when 401(k) plans have long been hailed as the go-to option for retirement. He explains how HSAs can help you achieve a bigger, bolder retirement due to their tax benefits, flexibility, and attractive contribution limits.

Jim discusses:

• The triple tax advantages of HSAs (contribution, growth, and withdrawal)
  
• What happens to your HSA if you change your employer
  
• How HSAs differ from Flexible Spending Accounts (FSAs) and 401(k) plans
  
• How HSAs can help reduce your total medical expenses in retirement
  
• The limitations of an HSA
  
• And more
  

Resources:

• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
  
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
  
• Start Designing Your Bigger, Bolder Retirement
  
• Learn more about Health Savings Accounts (HSA)
  
• Learn more about 401(k)s
  
• Learn more about Flexible Spending Accounts (FSA) 
  

Connect with Jim Kruzan: 

• (800) 638-6900
  
• Kaydan Wealth Management
  
• LinkedIn: Jim Kruzan
  
• LinkedIn: Kaydan Wealth Management
  
• Facebook: Kaydan Wealth Management
  
• Instagram: Kaydan Wealth Management
  
• YouTube: Kaydan Wealth Management
  
• Twitter: Kaydan Wealth Management
  

About Your Host: 

Balancing the responsibilities of Founder and Senior Wealth Advisor puts Jim in a unique position at Kaydan Wealth Management. As the Founder, Jim is responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, he manages the firm’s largest and most complex client relationships and is also hands-on with the development of comprehensive, process-driven wealth solutions.