Listen "037: The Perfect Triple Tax-Free Benefits of Health Savings Accounts with Bill Stuart"
Episode Synopsis
A well-built health savings account (HSA) can be a powerful part of your retirement portfolio. But there are things that everyone should know to make sure they are maximizing the benefits and getting the most from these accounts. With that in mind, we’re not just calling in an expert. We’re calling in Bill Stuart, author of HSAs: The Tax Perfect Retirement Account. He’s one of the world’s leading authorities on this topic, and his understanding of HSAs is truly on another level. In today’s conversation, we’re talking about the tremendous tax benefits of HSAs, what makes these accounts “triple tax-free,” who can use HSAs (and how to use one if you’re eligible), and some basic strategies you can employ at any stage of life to invest for long-term success. In this podcast interview, you’ll learn: Why the HSA was created in 2004. The differences between HSAs and FSAs–and why the HSA is often much more valuable. What’s covered by an HSA and what might disqualify you from using an HSA. How HSAs work if you’re self-employed. What you need to know about rolling an HSA into an IRA or passing it on to your heirs. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube
More episodes of the podcast Retirement Road Map
Matt's Markets on the Move Q3: October 2025
10/10/2025
088: The Importance of Retirement Planning for Women and Widows with Alina Osokhovska, CFP®
24/09/2025
087: How Death Doulas Help Families Navigate End-of-Life with Love & Compassion with Aimee Yawnick
10/09/2025
086: Career Insights for New Grads Aspiring to Become Financial Advisors with Raphael Hanna
20/08/2025
084: Examining the Big Beautiful Tax Bill & What it Means for Your Retirement with Alina Osokhovska
23/07/2025
Matt's Markets on the Move Q2: July 2025
11/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.