Health Savings Accounts
Investment advisors can now broaden their practices and use the triple tax advantages of Health Savings Accounts (HSAs) for their clients. HSAs provide valuable tax-advantaged savings that supplement the insurance coverage of clients and their families along with the additional benefit of providing an accumulation vehicle for retirement savings.
HSAs provide the best of all benefits in that the contributions are tax deductible, the earnings are tax deferred and the withdrawals are tax exempt.
Recent actions in Congress are attempting to expand the number of qualifying participants and to increase the benefits for HSAs. The Alta Trust HSA program gives advisor firms the turnkey options to use our existing HSA platform or to white label our program as their own program.
Sponsor an HSA program for your clients
Manage the HSA platform investment options
Give clients a very useful, tax deductible and tax exempt health benefit
Provide a debit card for all transactions
Give clients a new retirement savings vehicle