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Health Savings Account Basics

Use HSAs tax-efficiently

HSAs require HDHP enrollment, allow pre-tax contributions, tax-free growth and withdrawals for qualified medical expenses, with annual limits and penalties for nonqualified use before age 65.

Qualify

Must have an HSA-eligible HDHP; know annual limits.

Use and Save

Spend on qualified expenses tax-free or invest for future.

Avoid Penalties

Nonqualified withdrawals taxed/penalized before 65.

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