Ranking Best to Worst HSA Investment Brokers | Early Retirement Strategy

Health Savings Account (HSA) plays a major role in my early retirement strategy. The HSA comes with quadruple tax benefits that can lower your taxable income and create a cash flow in retirement.

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⏰ Table of Contents ⏰
0:00 HSA Self-Directed Brokerage
3:09 Best HSA Brokers by Morning Star
9:14 HSA Investment Options

#HSA #FinancialIndependence #RetireEarly

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Disclaimer: I am not a financial advisor. I am solely sharing my personal experience and opinions. All Strategies, tips, suggestions, and recommendations shared are solely for entertainment and educational purposes only. There are financial risks associated with investing. You must conduct your own research and due diligence or seek the advice of a licensed advisor if necessary.

Affiliate Disclosure: Some of the links on this webpage are affiliate links, meaning, at no additional cost to you, we may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact our opinions and comparisons.

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[Direct.injection]

Tip: use your HSA to pay your Medicare premiums when you start collecting SS at 65.

[dshep]

Hey,

Thanks for sharing. Are you aware that HSAbank just severed ties with Charles Schwab?

Any guidance on any other HSA banks?

[degencryptivities]

Lively used to be fee-free. Now with their move from TD to Schwab they are charging $24 annually. Since I only realized this when looking into opening a 529 with Fidelity since that is where my 401k is. Looks like I will have them all in the same place an move my HSA to Fidelity!

[kalamkav]

Fidelity HSA A/C Fees is 0.35% for 25K and above ... so it is not capped at 25k unless I am missing something.

[codycharlessmith]

ETFs or index funds in the HSA? Which is better? Not sure if taxes will come into play and that’s why I assume ETFSs are a better choice?

[pritamkrazzy]

Can you have HSA from outside firm and if you have low deductible insurance.

[Stayliving]

My employer is with pay flex . Do I Need to contribute to pay flex or can I go to fidelity?

[maryland]

can I switch my HSA provider while keeping employee match if with Optum ?