VIDEO: Should You Max Out Your HSA Before Increasing Retirement Contributions?

Should you max out your HSA before contributing more to your 401(k) or IRA?

In this video, Leah Woodly, CFP®, breaks down how to prioritize your savings, the triple tax advantage of HSAs, and when it makes sense to focus on retirement contributions first.

Learn how to make your money work smarter, whether it’s for healthcare, retirement, or both.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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