By
Jeff Goodnow
•
Nov 12, 2019
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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Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
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