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Creative Funding Strategies for the HSA
If you have an HSA, you're familiar with the traditional funding strategies, but there are other, more creative, strategies. We're discussing advanced funding strategies for your HSA, like transferring money from your IRA or inherited accounts, during this episode of Wise Money.
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:25)
Segment 2: (12:15)
Break 2: (22:34)
Segment 3: (23:53)
Break 3: (34:10)
Segment 4 (36:32)
Outro: (46:46)
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