Make an HSA part of your long-term savings strategy

Attend an upcoming educational seminar to find out how.

Register for an upcoming webinar

Whether you're just entering the workforce or planning for retirement, a Health Savings Account (HSA) can play an important role in your long-term financial health. Register for one of our HSA webinars to learn how to make an HSA part of your savings strategy for the future, and be sure to check out the additional resources for more tips and insights.

Webinar topics

Couple on golf course

Health care in retirement

Do you understand the fundamentals of Medicare and how saving in your HSA can help you prepare for health care expenses in retirement? Join this webinar to learn how to make your HSA part of your retirement strategy.

More financial wellness resources at your fingertips

Visit the Merrill Events Center to access webinars, on-demand seminars and audiocasts covering a range of topics,
including budgeting & saving, investing, and retirement.

Visit Merrill Events Center

1Potential Tax Advantages: You can receive federal income tax-free distributions from your HSA to pay or be reimbursed for qualified medical expenses you incur after you establish the HSA. If you receive distributions for other reasons, the amount you withdraw will be subject to income tax and may be subject to an additional 20% tax, unless an exception applies. Any interest or earnings on the assets in the account are federal income tax-free. You may be able to claim a tax deduction for contributions you, or someone other than your employer, make to your HSA directly (not through payroll deductions). In addition, HSA contributions may reduce your state income taxes in certain states. Certain limits may apply to employees who are considered highly compensated key employees. Bank of America [and Merrill] recommends you contact qualified tax or legal counsel before establishing an HSA.