Invest Your HSA for Future Benefits

Explores how Health Savings Accounts (HSAs) can enhance investment portfolios, offering tax benefits and retirement savings options through the HSA Invest program.

The only way to get three tax perks: You don’t pay federal taxes on contributions, distributions for qualified healthcare expenses, or investment earnings. The money is yours — for life: HSA funds carry over every year, even if you change jobs or retire. Build long-term retirement savings: Investments cover future healthcare costs and build your retirement savings. Access funds as needed: You can liquidate investment funds at any time to pay for IRS-qualified healthcare expenses from your HSA cash balance. Invest your HSA today to benefit tomorrow Health Savings Accounts (HSAs) are often thought of just for healthcare savings. But they can also be a powerful addition to your investment portfolio. Investing your HSA funds can help you grow your account to save for future healthcare expenses or your retirement nest egg. Investing your HSA: A healthy boost for your future The HSA Invest program HSA Invest offers you a seamless experience to manage your saving, spending and investing on one website and one app. Three investment options — Choice, Select and Managed — give you thoughtfully chosen securities that are aligned to your HSA and relevant to your financial objectives. And you’re able to enroll in more than one option. 1 2 3 4

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