Image for Introduction to Establishing Health Savings Accounts

Introduction to Establishing Health Savings Accounts

(1 of 5)

In this tutorial, we cover setting up an account, choosing investment options, handling fees, and dealing with beneficiary issues.

What you will learn

  • Establishing HSA Accounts
  • HSA Fees and Investment Options
  • Beneficiaries and Estate Consequences of Health Savings Accounts

What do you know?

Introduction to Establishing Health Savings Accounts

Once you’ve determined that you are (or soon will be) eligible to have a health savings account—you have HSA-qualified health insurance and you meet the other requirements—you may proceed to open an account and start making contributions. Where do you open one? Should you invest any of your funds? Will there be fees, and if so, how much? What happens to your account when you die?

In this tutorial, we will answer these questions and get you on your way toward opening an account of your own.