July 6, 2021

HSA Deep Dive. Health Savings Accounts Explained - Your Retirement Planning Triple-Tax-Advantaged Secret Weapon!

HSA Deep Dive. Health Savings Accounts Explained - Your Retirement Planning Triple-Tax-Advantaged Secret Weapon!

Everything you always wanted to know about HSAs as part of your retirement plan, but didn't know who to ask...


If you don't have an HSA yet, please give this episode a listen. If you do have an HSA, you still might learn a thing or two. For instance, did you know you can roll over money from your IRA into your HSA?

Here's the RBC Wealth Management "Taking Control of Health Care in Retirement" report.

Here's a list of 7 HSA custodians that offer investment options.

Here's the Investopedia article about IRA-to-HSA transfers.

Here's a link to the Marriott Bonvoy Rewards card that'll give you excellent travel rewards, (and up to 3 free nights just for joining) while giving me, your loving host, some bonus points.

Email me at matt@rogueretirementlounge.com if you have any questions.

And check out my retirement planning podcast website at rogueretirementlounge.com.