Healthcare Strategies
It is important to review health insurance coverage options annually to ensure you have the best and most appropriate medical coverage.
If funding an HSA and/or FSA can be a tax-efficient way to use, save, and invest for current and future medical and dental costs. An HSA can provide a triple tax-free opportunity to invest with the advantage of tax-free growth. This provides for growth and earnings that will not be taxed when submitting qualified medical or dental expenses.
After qualifying for Medicare, assess whether additional coverage will be needed
GOAL
Annually review health insurance coverage and save for medical expenses.
CHECKPOINTS
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Health insurance coverage
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Tax advantages of HSA / FSA
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Invest HSA dollars
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Additional coverage
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Medicare
Healthcare Strategies Resources
Financial Calculators
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
