How to Turn Your HSA Into a Shadow Roth IRA
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How to Turn Your HSA Into a Shadow Roth IRA
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The HSA “Shadow Roth IRA” Strategy: How to Turn Medical Receipts Into Future Tax-Free Income.
Health Savings Accounts (HSAs) are uniquely “triple tax advantaged” accounts. And there are more ways than one to ues them effectively. Today we'll walk through three levels of using an HSA and dive into an advanced planning strategy we're dubbing the "Shadow Roth IRA" (or "Level 3").
📌 RESOURCES
Visit our website to request a complimentary strategy assessment: https://www.abundancewm.com/contact
TIMESTAMPS
00:00 Introduction
02:15 Key Terminology
05:04 Level One: Spend As You Go
06:58 Level Two: Invest And Grow
11:31 Who Should Try Level Three
12:52 Level Three: Shadow Roth Receipt Strategy
16:25 Early Retirement Tax Planning
18:44 Documentation And Penalties
21:14 Wrap Up And Next Steps
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