Discover the Triple Tax Benefits of the Health Savings Account

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Equity Trust is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

Welcome to a Tax-Free Health Plan

Take control of your health care savings.

ACCESS YOUR FREE HSA REPORT
  • Tax deduction on contributions (subject to limitations)
  • Tax-free environment for cash and investments in an HSA
  • Tax-free distributions, if used for qualified medical expenses

Download our HSA Report to learn how a self-directed HSA at Equity Trust could help you take control of your medical costs – now and in retirement – with triple tax benefits:

Like all accounts at Equity Trust, a self-directed HSA provides the freedom and flexibility to invest in real estate, notes, private equity and a variety of alternative assets, in addition to stocks, bonds and mutual funds.

Worried About the Rising Cost of Health Care?

Download our free HSA Report to find:

  • Answers to FAQs about self-directed Health Savings Accounts
  • Eligibility requirements
  • Examples of qualified medical expenses that can be paid from an HSA
  • Potential benefits of a self-directed HSA (now and in retirement)
  • Case Study: How an HSA helped a family build tax-advantaged wealth for qualified medical expenses
Learn About the HSA

Ongoing education with webinars, workshops, e-book, infographics, reports/guides and more.

Monthly Education

Simple, straightforward annual fee based on account value.

Value

Investment liaisons and account service teams dedicated to client satisfaction.

Dedicated Service

Newly-enhanced online account management and bill pay system and the Equity Trust Digital Asset Platform.

Innovation & Technology

A leading custodian with 35 years experience and approx. $25 billion of assets under custody/administration.

(as of 12/31/17)

Stability & Experience

Invest in real estate, notes, private equity, cryptocurrencies, stocks, mutual funds, foreign currency and more – all from one account.

Investment Freedom

We have more than 35 years of experience with self-directed IRAs, HSAs, and other retirement plans we offer. See why clients choose Equity Trust.

Why Equity Trust?