Health and Education Savings Accounts
Leverage tax-advantaged accounts for healthcare and education expenses. Understand the powerful triple-tax advantage of Health Savings Accounts (HSAs) and the benefits of 529 plans.
3 courses
Build a clear understanding of how Health Savings Accounts and 529 education savings plans work, what tax advantages they provide, and who can use them.
A step-by-step workbook for setting up and using HSAs and 529 plans — including contribution calculations, investment selection guidance, and qualified expense tracking.
Learn to use HSAs as stealth retirement accounts, model multi-year 529 funding scenarios, and coordinate these specialty accounts with your broader tax and savings strategy.