HSAs and Medicare | How to Avoid Critical Mistakes

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Health Savings Accounts (HSAs) are some of the most popular investment accounts for those that qualify for them and fund them. However, Medicare enrollment can drastically impact how you can continue to contribute funds to your HSA.

If you have an HSA that you plan on continuing to fund after you become eligible for Medicare, make sure you take the time to watch this video so that you can learn what mistakes to avoid and how you can get the most out of your HSA dollars past age 65.

Here are other great HSA resources that we used for some of the details in this video:

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I am in the medical field and cannot understand why this does not have more views! EXCELLENT CONTENT!!

Liam
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You are correct! I am still working passed 65 and not enroll in Medicare part A and denied Medicare part B along until I retire due to I have a HSA and not collecting my SSA yet!
I knew that before retiring 6 months, I need to stop my contributions to my HSA as well as my employer’s so no penalty!
Many people didn’t know about this

hainguyen
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Great video and information! Quick question...you mentioned to stop contributing to an HSA the month before you go on Part A, but I thought you had to stop 6 months prior. I've always wondered where that 6 months was measured from. Can you clarify that? Thank you\

carsonallariawealthmanagement
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I'm disable and my Medicare starts NOV 2023, I received the information booklet but no Medicare care - any idea when I should be receiving the card. Thank you (great videos)

carmcb
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Good evening.. My current situation is my wife is turning 65 in June but Im only 63.. I have the Insurance and HSA.... (75 employees) we have letter. Question is can I keep family plan and contribute full amount and catch up?

timgordon