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Self-Directed HSA
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What is a Health Savings Account?
A Health Savings Account is a tax-advantaged plan that can be invested with when you have a high deductible health plan that can be used to pay for qualified medical expenses.
Why Establish a Health Savings Account?
When you establish a Self-Directed HSA, not only can you save for medical expenses, but you can invest your funds in alternative assets, such as real estate.
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What can I invest in with a Self-Directed HSA?
A Self-Directed HSA lets you invest in what you know and understand quickly and with no transaction fees. Real estate, investment funds, private businesses, and cryptocurrency are some of the most popular types investments you can make.
How does the Self-Directed HSA work?
A Self-Directed HSA is similar to an IRA, in that you can make tax-free contributions, which can be invested and funds can be withdrawn tax-free to pay medical expenses.
What are the Self-Directed HSA rules?
When establishing a Self-Directed HSA, there are a number of important rules to be aware of, such as contribution limits, tax treatment of distributions, prohibited transactions, and Unrelated Business Taxable Income (UBTI).
