Potomac Fund Blog


HSA – The Next Untapped Market (Ep 18)

In our eighteenth episode we discuss an Advisor's ability to manage HSA accounts, and four key points of this growth opportunity:

  • The contributions are nearly half of 401(k) levels
  • Earnings can be tax free
  • There is no "use it or lose it" provision
  • No RMD

We hope you enjoy and follow us on this journey!

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Show Notes:

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