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Maximizing HSAs Part 2: Devising Drawdowns, Badass Scenarios & Listener Questions | Jeff York | 99
Description
In the second episode of this special two-part series we continue with our deep dive conversation about Health Savings Accounts (HSAs) with Bill and Jackie, and guest co-host, Jeff York (also known as the Wealthy Custodian from episode 74 & 76). We break down in-depth scenarios, including unique contribution rules for domestic partners and adult children, investment strategies, drawdown plans and estate planning considerations. We answer listener questions and share our wish list for HSAs in the future.
For this episode we are providing a formal presentation here:
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Resources mentioned on the show: (As an Amazon Associate, I earn from qualifying purchases.)
HSA Rules and Regulations (IRS Pub#969)
Qualified Medical/Dental/Vision Expenses (IRS Pub#502)
Preventive Care and Chronic Conditions (IRS Notice)
Morningstar / Best HSA Providers
Kitces / HSA 'Deathbed Drawdown'
Wex Health / HDHP with HSA vs. traditional health plan calculator
Consumer Friendly List of HSA-Eligible expenses
🕒 Time stamps:
00:00 Introduction to HSA Series P