098: HSA Tax Advantages with Marty James, CPA

The Guided Retirement Show

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1y ago 20:06

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We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs.

Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively.

In this podcast interview, you’ll learn:

The Misconceptions About HSAs
How to Maximize Your HSA
Examples of Expenses Covered by HSA Plans
Why You Should Look at an HSA as a Retirement Savings Account

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START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/98

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