MINNEAPOLIS — Devenir, a thought leader in the HSA investment marketplace, has released a white paper comparing the growth of the HSA marketplace to the long-established 401(k)s.
2018 is here, and both employers and accountholders are funding HSAs for the new year. In order to help accountholders make the most of their healthcare dollars, we took an in-depth look at investing in an HSA vs 401(k). After careful analysis from many angles including tax, behavioral, and industry-level, we compiled the 3 key features that all HSA investors should know, and what they mean for a retirement portfolio.
Key Highlights from the analysis:
- HSAs may have a leg up on tax efficiency
- HSAs are practical for a wide range of consumers
- Account providers must help participants make the most of their HSA
“Consumers continue to look for effective ways to navigate their healthcare savings and understand the advantages HSAs have to offer. Using 401(k)s as a baseline is a great way to tell the value story of HSAs and where they fit in the retirement picture,” said Zach Haas, author of the white paper and investment analyst at Devenir.
For more information on Devenir and our HSA research visit www.devenir.com.
About Devenir
Devenir is a national leader in providing customized investment solutions for HSAs and the consumer directed health care market. When health savings accounts first emerged in 2004, Devenir built its expertise around delivering cutting-edge investment solutions. As the consumer driven health care industry grew, so did Devenir’s reputation as a leading researcher and award-winning investment consultant. Today, Devenir continues to lead the way in the rapidly growing HSA market. A research driven perspective makes Devenir the go-to investment advisor, HSA investment platform and consultant to employers, banks, third party administrators, health plans and technology providers. Learn more at devenir.com
Contact
Devenir
Eric Remjeske
952-446-7400
[email protected]
Investments are not FDIC Insured and may lose value. The information above is intended to be used for educational purposes only and is not to be construed as investment or tax advice, or as tailored to any specific investor. Consult a financial advisor or tax professional for more information.