Show notes
So you have a large HSA in retirement, but what can you really do with it?HSAs are perhaps the most tax-advantaged account out of them all... Better than IRAs and Roth IRAs because an HSA is triple-tax advantaged. You get to deduct contributions from your income, the account grows tax-free, and you can take money from the account tax-free for qualified medical expenses. But in retirement, there are a few other things that you can use an HSA for and that's what I cover in this episode.👉 Work With Us: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers Email: [email protected] Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.Tune to find out: 00:00 HSA Questions01:11 HSA Basics01:47 Contribution Limits Rules03:30 Investing Tax Benefits04:40 Everyday Medical Costs05:41 Paying Medicare Premiums07:00 LTC Insurance Premiums11:42 LTC Care Services12:50 Save Receipts Strategy14:48 Cover Family Expenses16:27 COBRA And Unemployment19:23 What Changes at 6521:40 What Use Your HSA For23:49 HSA Inheritance Rules25:52 Wrap Up