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Tax StrategiesFull Deduction

HSA Contributions

Triple tax advantage: Deduct contributions, grow tax-free, withdraw tax-free for medical expenses.

Tax Form

Form 8889, Schedule 1 Line 13

Estimated Savings

$1,000-8,500/year

IRS Reference

Publication 969

Income Level

Growing ($25k-$100k)Established ($100k+)

How It Works

Health Savings Accounts (HSAs) offer a triple tax advantage that's especially valuable for self-employed creators: contributions are tax-deductible, growth is tax-free, and withdrawals for qualified medical expenses are tax-free. You must be enrolled in a High Deductible Health Plan (HDHP) to contribute. This is one of the most powerful tax-advantaged accounts available.

IRS Rules & Requirements

  • 2025 contribution limits: $4,300 (self-only) / $8,550 (family)
  • Age 55+ catch-up contribution: Additional $1,000
  • Must be covered by qualifying High Deductible Health Plan (HDHP)
  • 2025 HDHP minimum deductible: $1,650 (self-only) / $3,300 (family)
  • Cannot be enrolled in Medicare or claimed as a dependent

Real Examples

Self-only HSA contribution of $4,300 = $4,300 deduction (plus tax-free growth)

Family HSA contribution of $8,550 = $8,550 deduction

Age 55+ contributing $4,300 + $1,000 catch-up = $5,300 deduction

Common Mistakes to Avoid

  • Contributing to HSA without qualifying HDHP coverage
  • Over-contributing and facing 6% excise tax on excess
  • Not understanding testing period rules for last-month rule
  • Using HSA for non-qualified expenses before age 65 (20% penalty + tax)

Pro Tip

HSAs are the only triple-tax-advantaged account. Consider maxing this out before other retirement accounts - the funds can also be used for retirement after 65 (without the 20% penalty for non-medical expenses).

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