Have questions? We’re here to help you make confident choices.
Ask us anything
Everything you need to know about the Self-Directed HSA.
A Health Savings Account is a tax-advantaged plan that can be invested with when you have a high deductible health plan that can be used to pay for qualified medical expenses.
A Self-Directed HSA lets you invest in what you know and understand quickly and with no transaction fees. Real estate, investment funds, private businesses, and cryptocurrency are some of the most popular types investments you can make.
A Self-Directed HSA is similar to an IRA, in that you can make tax-free contributions, which can be invested and funds can be withdrawn tax-free to pay medical expenses.
When establishing a Self-Directed HSA, there are a number of important rules to be aware of, such as contribution limits, tax treatment of distributions, prohibited transactions, and Unrelated Business Taxable Income (UBTI).