In this episode, John Bowens explores how one couple used the triple tax advantage of a Health Savings Account (HSA) to grow both their health and retirement savings. By leveraging the flexibility of a self-directed HSA, they unlocked opportunities beyond traditional investing. Get 25% off our Rule and Regulations Course with code GETTINGREAL: https://eqtytrst.co/courses Key topics covered: -How an HSA can be used for more than just medical expenses -The triple tax advantage of HSAs -How Mark and Alison earned $18,000 tax-free with a private equity investment -Investment options available with a self-directed HSA -Long-term strategies for growing an HSA while preserving tax benefits Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagram: https://eqtytrst.co/instagram ⭐ Twitter/X: https://eqtytrst.co/twitter ⭐ TikTok: https://eqtytrst.co/tiktok ⭐ Reddit: https://eqtytrst.co/reddit
Getting Real with John Bowens - Trump Account
A new government-backed investment account for children is generating plenty of
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
What is the Trump Account?
Explore ways to save for your child’s education in a CESA here: https://eqtytrst
60 Seconds or Less - UBIT Explained
UBIT, or Unrelated Business Income Tax, can be an important consideration for ce