Questions? Thoughts? Send a Text to The Optometry Money Podcast!
In today's episode, Evon gives optometrists a guide on one of the most tax-efficient savings accounts out there - Health Savings Accounts!
He dives into the appropriate uses and benefits of HSAs, who is eligible to contribute, the annual limits and nuances to keep in mind, how to invest in an HSA as a retirement account, and planning considerations and ideas to make the most of them.
Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.
Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices.
Resources mentioned on this episode:
- IRS Pub 969: Health Savings Accounts and Other Tax-Favored Health Plans
- IRS Pub 502: Medical and Dental Expenses
- The Optometry Money Podcast Ep 57: A Framework for Deciding Where to Save/Invest Next
The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.
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