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Offer more value to your clients—and help grow your business—with a Health Savings Account (HSA)
Paying for healthcare is the #1 financial concern among investors, including millionaires.
% of millionaires who have worries in each
category of well-being
Source: Fidelity 2019 Millionaire Outlook Study.
- 1. Devenir Research 2020 Midyear HSA Research Report.
- 2. Contributions can be made up until your tax filing deadline based on the 2022 limits, subject to IRS regulations.
- 3. Morningstar, Inc. Assessments as of 8/31/2021. https://www.morningstar.com/articles/1060277/the-best-hsa-plans-of-2021.