September 23, 2022

Doug, I shall go one step further and provide you a good example

Susan Travis: That HSA is $325,000 when you’re 65. That is a pocket of reassurance of medical costs in the future. So, that may even say, “Hmm, maybe I should pay for medical costs out of pocket now and really save on that HSA.” That isn’t for everybody, but that’s why you look at each individual situation and take that into account. It’s a huge benefit that people probably don’t even give a lot of thought to.

Doug Fabian: Great. So, Susan, I always like to talk about action steps, and what should our listeners be doing regarding our broad subject, tax and estate strategies, wealth strategies? What should they be going through? Take us through the process.

Susan Travis: Well, first, I would say, don’t try to stay on top of everything by yourself. Get a trusted advisor and put them to the task of helping you put together that balance sheet and strategizing with you. Read More