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The health savings account (HSA) is a valuable investment tool, especially when it comes to retirement planning. That’s because, among other reasons, healthcare costs are a primary driver of your retirement expenses, and an HSA has retirement perks related to healthcare costs that a 401(k) or IRA don’t have.
Our HSA investment experience makes it even easier to grow your funds and get comfortable with the investment process, since 61 percent of adults say investing is “scary or intimidating.” Within your online account, there are a number of tools and resources to help you learn more and make the most of your investments.
You can see how your investments are performing at any time. Under the “Portfolio Performance” menu, you can use drop-down menus to filter your investment performance. The primary filters are:
You can also filter to view specific fund performance or sort by asset classes.
Knowing more about your HSA investments will empower you and give you peace of mind to make the best decisions. That’s why we make a number of educational tools available. Within our “Education” tab, go to:
Whether you’re feeling confident in staying the course with your investments or you’re interested in developing a new strategy, you can review and update your fund allocation whenever you need to within the “Manage Investments” tab.
You can also decide whether to change where your money is invested in, where to invest future funds or both. Plus, you have the option of using our guidance tool to help you with these decisions.
Check out this HSA Store article to learn more about the basics of HSA investing.
The information in this blog post is for educational purposes only. It is not legal or tax advice. For legal or tax advice, you should consult your own counsel.
Subscribe to our health benefits blog and follow us on social media to receive all our health benefits industry insights.
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