Open or add to HSAs or IRAs NOW!
Health Savings Account
- An HSA is an account designed to help you save specifically for health care costs.
- It is used in conjunction with a high-deductible health plan.
- You control what you use the funds in your HSA for.
- The money in your account rolls over from year to year.
Your tax adviser can help you decide if an HSA is the right solution for you.
IRAs: Prepare to live retirement on your terms
- Traditional IRAs- money deposited in a traditional IRA is tax deferred, with contributions possibly being tax deductible.
- Roth IRAs- contributions are taxed, while disbursements made in retirement are tax-free in most cases.
- Education IRAs- save specifically for a child or grandchild’s college education on a tax-exempt basis.
NOTE: We are not tax advisors. Please consult with your tax professional to inquire as to which type of IRA is best suited for you.
