July 6, 2018

Planning for HSA Distributions

Funding a Health Savings Account, or HSA, is a great way to save and pay for qualified out-of-pocket medical expenses. But are you familiar the withdrawal rules that come with these accounts?

The penalty for failing to follow HSA distribution rules can result in you not only having to pay income tax on the entire distribution, but also a 20% penalty on top of that.

To ensure you take your withdrawals properly, click here to download “Planning for HSA Distributions in 5 Easy Steps.”

Questions? Contact our office at 703-466-0477.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

 

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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