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
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
Important Retirement Dates for 2026
2026 is full of important financial dates, especially if you're managing a self-
A Year in Review at Equity
A lot can happen in a year, and 2025 was no exception.
From launching new tools
10 Steps to Prepare Your IRA for the New Year
Year-end is a key time to get your IRA in order.
From reviewing transactions to
Equity Trust Company
