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WCI #332: Getting A Financial Plan In Place

White Coat Investor Podcast

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Health Savings Account Strategies

This chapter explores the various options for using Health Savings Account (HSA) funds, including the benefits of leaving money in the account for tax-protected growth and future healthcare expenses. It also discusses the potential tax implications for heirs and highlights the importance of managing HSAs properly. Additionally, the chapter touches on the importance of having a written financial plan and offers advice on investing a substantial amount of cash.

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