HSA Manager

Health Savings Account

A type of savings account that lets you set aside money on a pre-tax basis to pay for qualified medical expenses. By using untaxed dollars in an HSA to pay for deductibles, copayments, coinsurance, and some other expenses, you may be able to lower your overall health care costs.

Services

Professionally managed investment portfolio, tailored to you

Annual Review with Financial Advisor

  • Investments
  • "Buckets"
  • Contributions

Advisor Fees

$5,000 - $50,000: 1.50% of Account Value
$50,000 - $100,000: 1.00% of Account Value
$100,000+: 0.75% of Account Value
Evaluated annually

Buckets

Short-Term - use for deductible expenses

Intermediate-Term - use for health expenses during early retirement

Long-Term - use for health expenses starting at age 65

For more information about my firm and the services I offer, send me a quick email or call the office. I would welcome the opportunity to speak with you.

robert@acornretire.com |  814-360-3295