Traps to Avoid When Going From an HSA to Medicare

More and more people have an HSA-eligible High Deductible Health Plan and are funding an HSA. While we love the tax benefits that the HSA offers, funding an HSA right before transitioning onto Medicare can create some tax traps. We're helping you identify those challenges and know what to do to avoid these traps on this episode of the Wise Money Show.

Season 8 Episode 23

Have a question you want to have answered on the show? Call or text 574-222-2000 or leave a comment!

 

Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898.  

 

Find more information about the Wise Money Show™ at www.wisemoneyshow.com 

 

Be sure to stay up to date by following us!

Facebook - https://www.facebook.com/WiseMoneyShow 

Twitter - https://twitter.com/WiseMoneyShow 

Instagram - https://www.instagram.com/wisemoneyshow/ 

 

Want more Wise Money™?

Read our blog! https://www.korhorn.com/wise-money-blog 

Watch the guys in the studio: https://youtu.be/vBtmcoNFVeg 

Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

 

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.