HSA Basics - An HSA is explored as a potential tool for both current and retirement financial planning [1] - HSA offers a triple tax advantage [1] - Eligibility for an HSA requires a high-deductible health plan [1] - Unlike FSAs, HSA funds do not expire [1] HSA Management & Contributions - Individuals can open an HSA independently, not solely through employers [1] - Contribution limits to HSAs are defined [1] - The amount to save for medical expenses in retirement should be considered [1] - HSA funds can be invested [1] HSA Usage & Planning - HSAs can be used for various expenses [1] - Considerations for HSA usage amounts are discussed [1] - An advisor is not necessarily needed to set up an HSA [1] - The process of opening an HSA is outlined [1] Important Considerations - The information provided is general and not legal or tax advice; consulting a tax advisor is strongly encouraged [1] - IRS resources, including Publication 969 and Publication 502, are recommended for review [1]

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Tax Advantages - HSA contributions are not subject to federal income tax [1] - Withdrawals for qualified medical expenses are also tax-free [1] - Earnings accumulate tax-free, providing a potential investment incentive [1] HSA Strategies - The report highlights 3 strategies to maximize the potential of an HSA [1]

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 ...

Market Overview - Markets are exhibiting defensive behavior, potentially due to a slowing economy and government shutdown [1] Trading Ideas & Strategies - Suggests a trade idea within the health care sector [1] - Recommends rolling a prior successful trade into a new opportunity [1] - Emphasizes the significant risk associated with options trading, advising it may not suit all investors [1] - Highlights that certain complex options strategies carry additional risk [1] Resources & Engagement - Directs readers to the Options Disclosure Document for understanding risks [1] - Promotes "In the Money" educational resources on Fidelity's website [1] - Invites participation in weekly trade idea discussions on Fridays at 1:30 pm ET [1] - Encourages signing up for tips and insights from the team [1] - Provides links to Fidelity's social media presence across various platforms [1]

Healthcare Expenses in Retirement - A single person retiring in 2025 can expect to spend an average of $172,500 on healthcare and medical expenses throughout retirement [1] Health Savings Accounts (HSAs) - Fidelity's "5 Questions with Fidelity" explains how to leverage Health Savings Accounts (HSAs) to manage rising healthcare expenses [1] - The video covers topics such as what an HSA is, who is eligible, common myths, how HSAs can help in retirement, and how to maximize their benefits [1] Fidelity Resources - Fidelity provides insights and perspectives on the markets through its learning center [1] - Fidelity encourages viewers to subscribe to their YouTube channel for more videos and to follow them on various social media platforms [1]

This free 3-part Women Talk Money series is designed to help you find the confidence you need to bet big on yourself. Register today. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1223216.1.0 ...

Hi there everybody. Thanks for making the time to join us for another episode of Market Sense today. I'm Heather Hedes with Fidelity.Lots to talk about today. The global stock rally continues. The S&P closed out its seventh winning week in the last nine weeks and has been continuing to make all-time highs.This is pretty remarkable. And uh I think this next statement I'm about to make is channeling my friend Yurian. You could say this bull market is stomping.It sounds like something Yuri would say to me. Um, ...