A Health Savings Account (HSA) is a tax-advantaged account used in conjunction with a high-deductible health plan (HDHP) that allows you to save money to pay for qualified medical expenses.
Professionally Managed Fidelity HSA®
Triple Tax Advantages
An HSA offers triple tax benefits and is considered the most tax-advantaged account there is. Contributions are pre-tax, the account grows tax-deferred and withdrawals, if used for qualified medical expenses, are TAX-FREE!
Investing HSA money you don’t need in the short-term can be an excellent way to help you prepare for retirement health care costs.
Stays With You
Unlike the FSA, HSA money is yours to keep and stays with you year after year. If you leave your employer or change insurance your HSA stays with you.
There are two primary eligibility requirements for an HSA:
- You must be covered by a high-deductible health plan (HDHP) and and have no other health insurance coverage, such as other health plans, Medicare, military health benefits, medical FSAs.
- You cannot be claimed as a dependent on someone else’s tax return.
Why a Fidelity HSA?
A Fidelity HSA professionally managed by Endowment Wealth Management gives you flexibility with your money, including:
- No Account Minimums
- Comprehensive wealth and retirement planning
- Broad investing options
Our HSA Solution
Endowment Wealth Management has partnered with Fidelity to offer professionally managed HSA accounts.
Endowment Wealth Management
Step one is to schedule your free family wealth consultation where we will review your current family situation and determine how an HSA fits into your overall Family Wealth Plan.
We guide you through the entire process – making it seamless and simple.
- Call us at 920-785-6010, or
- Click the button below to schedule an appointment with one of our elite wealth advisors.
The information on this page is for informational purposes only and should not be considered personalized investment or tax advice. Investing involves risks, including, but not limited to long-term investing risk and potential loss of capital. Endowment Wealth Management is not making any specific recommendations that investors should or should not participate in investments. Investors should always consult with a registered investment adviser and tax accountant to determine if any particular investment and its corresponding tax impact is appropriate for their personal circumstances. Not insured. Not Guaranteed. May Lose Money.