PLAY PODCASTS
What Happens To An HSA When You Die?

What Happens To An HSA When You Die?

The College Investor Audio Show · The College Investor

February 26, 20259m 4s

Audio is streamed directly from the publisher (podcasts.captivate.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

A Health Savings Account, or HSA, is arguably the best tax-advantaged account available in the United States. Contributions and qualified withdrawals are tax-free, which makes an HSA perhaps the only way you can earn, invest, and spend without paying taxes.

While we don’t usually like to think about it, we’re all going to die someday. Money-savvy folks want to know what happens to their HSAs when they die. Here’s an in-depth look at what happens so you know how to include your HSA in your estate plan.