Insights

Tax Planning

Perspectives from Third Stanza Group.

  • The Health Savings Account: A Strategic Tool Often Overlooked 

    If you are covered by a high-deductible health plan, you likely have access to one of the most tax-efficient savings vehicles available in the U.S. tax code. Yet despite their advantages, Health Savings Accounts remain underutilized and misunderstood by many investors who could benefit most from them.  The fundamental appeal of an HSA is straightforward. It is a triple tax advantaged account:…

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