Health & Wealth Planning For The Future
Since the advent of Health Savings Accounts (HSA) in 2004, Millennium Trust Company has been at the forefront in offering enhanced HSA investment options. Our range of asset choices, trading platforms and expert customer service make us an ideal choice for individuals, employers and financial firms alike. We can help you capture additional assets with one of our HSA solutions.
Why Open an hsa manager account?
Triple Tax Savings
- Contributions are tax-deductible
- Account earnings grow tax-deferred
- Withdrawals are tax-free when used for qualified medical expenses
Control and Flexibility
- Account access through HSA Manager, an integrated deposit and investment platform
- Debit cards make it easy to pay medical expenses with HSA funds
- Money in the account can be used now or in the future
- Contributions are voluntary (up to the yearly maximum)
- You can manage the investing of your HSA funds 24/7
- No income limits or employment requirements on who can contribute
- Funds can be rolled over from another HSA and/or MSA
No “Use It or Lose It” Penalty
- Funds remain in the account from year to year
- Funds can be spent, saved or invested
- No required minimum distributions
The HSA Remains with You
- In the event of a job loss or change
- Regardless of the insurance provider