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Empower your future with health savings from Ubiquity and HealthEquity

HSAs are an easy win in today’s complex healthcare system

A Health Savings Account (HSA) is a tax-exempt way you to save and pay for medical expenses if you are covered under a high-deductible health plan.

Your HSA contributions are tax-deductible, your investment earnings grow tax-deferred, and your withdrawals are tax-free if used to pay for qualified medical expenses for yourself or your family – a triple tax benefit.

If you do not need to use up your HSA assets to pay for current year medical expenses, they can stay in your HSA and keep growing tax-deferred. It is not a “use it or lose it” benefit like other medical savings accounts, and it is not tied to your employer. HSAs are becoming an increasingly important part of the retirement planning conversation as HSA account balances continue to build. According to current estimates, 35% of projected expenses in retirement will be health related and using HSA dollars for those expenses will save the average couple about $100,000.

Learn more about the benefits of a Healthcare Savings Account.

Download the whitepaper: The Sure Win with Health Care Reform (PDF)

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1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357

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© 2018 Ubiquity Retirement + Savings / Privacy Policy
1160 Battery Street, Suite 350, San Francisco, CA 94111 / Support: 855.401.4357