Health Savings Account (HSA) – Optum Bank - HR Duke

Health Savings Account (HSA) – Optum Bank

Health Savings Account (HSA) – Optum Bank

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  • An HSA is like no other savings account. Learn More: www.optumbank.com Have a high-deductible health plan? A health savings account (HSA) is designed to help you save and pay for qualified medical expenses. The money goes in tax-free, grows income tax-free and comes out income tax-free when you use it for qualified medical expenses.
    • Save money and save on taxes? Yes, please.
    • There is no “use it or lose it” rule
    • Your contribution amount can be changed at any time.
    • It’s a family affair. Funds can be used for anyone you claim on your taxes.
    • Invest your HSA dollars
    • Update questionnaire after 2023 is completed
    • You may not be ready to retire, but chances are you’re already planning for it. Use HSA to prepare for medical expenses in retirement.

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