Market News

Our economy is constantly changing, that means the financial industry is constantly changing. CiR provides monthly articles and resources to keep you up-to-date.

Health Savings Account (HSA)

HSAs are included under the Department of Labor's (DOL) fiduciary rule, positioning financial advisors to provide guidance on these accounts. Investment HSAs are a very tax efficient tool. They are triple tax free:

  1. Contributions are tax deductible

  2. Earnings are tax free

  3. Withdrawals used for qualified medical expenses are tax free

It's much more tax efficient to pay for medical expenses tax free from an HSA rather than from an after tax account, IRA or from a 401(k). We make it easy by providing the tools and resources you need.

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