{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/65d619294393e500164adc97/6a0c8199a173e3b4db28056b?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"How to Turn Your HSA Into a Shadow Roth IRA","description":"<p>The HSA “Shadow Roth IRA” Strategy: How to Turn Medical Receipts Into Future Tax-Free Income.</p><p><br></p><p>Health Savings Accounts (HSAs) are uniquely “triple tax advantaged” accounts. And there are more ways than one to ues them effectively. Today we'll walk through three levels of using an HSA and dive into an advanced planning strategy we're dubbing the \"Shadow Roth IRA\" (or \"Level 3\"). </p><p><br></p><p>📌 RESOURCES</p><p>Visit our website to request a complimentary strategy assessment: https://www.abundancewm.com/contact </p><p><br></p><p>TIMESTAMPS</p><p>00:00 Introduction</p><p>02:15 Key Terminology</p><p>05:04 Level One: Spend As You Go</p><p>06:58 Level Two: Invest And Grow</p><p>11:31 Who Should Try Level Three</p><p>12:52 Level Three: Shadow Roth Receipt Strategy</p><p>16:25 Early Retirement Tax Planning</p><p>18:44 Documentation And Penalties</p><p>21:14 Wrap Up And Next Steps</p><p><br></p><p><br></p>","author_name":"Allison Cline CFP®, ChFC® & Ben Cline CRPS®"}