Investments Summary
Congratulations on enrolling in the HealthView HSA program. You can set aside money to cover current and future healthcare-related expenses while enjoying triple-tax-free benefits. Not only will your HSA contributions avoid payroll and Social Security taxes, but your investments within the account will grow tax-free, and withdrawals are non-taxable as long as they are used for qualified medical expenses.
Since an HSA can meet your needs today or years from now, we have created three distinct investment options to help you maximize the benefits of your HSA.
Option 2: Self-Directed Portfolios
Best suited for people who are confident in their ability to build and monitor their own portfolio.
- Choose from a diverse universe of mutual funds
- You may monitor the portfolio and make changes as needed
- Periodic rebalancing to keep the portfolio in tune with your risk tolerance and investment time horizon
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Option 3: FDIC Account
Best suited for people who want to save and then use these savings to pay healthcare bills.
- FDIC Insured, Bank Guaranteed account
- Provides a modest interest rate
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