Meet the Seaver family
Sally and Steve Seaver have 2 kids and a new dog.Footnote1 As they plan for their future, they know the triple tax advantage of their HSA is helping them save money on one of their biggest concerns, health care costs not covered by their insurance plan.
Follow the Seavers as their HSA savings grow over the first year and over the course of 20 years.
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The situation presented is hypothetical and does not reflect actual clients. This does not take into account your objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice.