Using an HSA for Retirement? Yes, for retirement!

Health Savings Accounts for Retirement? Yes, for Retirement!

Personal Development , Personal Finances

Jonathan Cameron CFP®

3 min

Health Savings Accounts for Retirement? Yes, for Retirement!

This free PSA from Jonathan Cameron of Cameron-Downing discussing an interesting financial option. It seems counterintuitive, but you can use an HSA (health savings account) in planning and saving for your retirement. Perfectly legal and really interesting. Money is put in pre-tax, it grows tax-free, and if used for health expenses after age 65, you get tax-free withdrawals too. What people don't realize is that there is no stipulation it must be used for health expenses, it's just taxed as normal income if you do. Watch the video to learn more.

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Jonathan Cameron CFP®

Founder & Principal, CameronDowning, Inc.

Jonathan Cameron is a founder and principal of CameronDowning, a Registered Investment Advisory firm. He has 13 years of experience in the financial services industry. As a Board certified financial planner, he is passionate about providing independent financial advice that... Read More

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