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HSA calculator

A Health Savings Account is the only account with a triple tax advantage — deductible going in, tax-free growth, and tax-free medical withdrawals. Invested rather than spent, it becomes one of the most powerful retirement accounts available.

Your numbers
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$
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HSA value in 25 years (invested, tax-free)
$362,357
Contributed
$137,500
Tax-free growth
$224,857
Tax saved/yr
$1,032
The growth shown is entirely tax-free if used for qualified medical costs — and you save about $1,032 in tax every year you contribute.
Assumes a constant return and that you invest rather than spend the balance. This is an estimate, not tax advice.
Fit your HSA into the bigger picture
An invested HSA pairs powerfully with the healthcare gap before Medicare. planbend models both — your HSA growth and your pre-65 health costs — in one plan. Free to start.

The only triple-tax-free account

Most accounts give you one tax break. A Traditional 401(k) defers tax; a Roth grows tax-free. An HSA does both and adds a third: contributions are deductible, growth is tax-free, and withdrawals for qualified medical expenses are tax-free too. No other account stacks all three benefits, which is why financially savvy savers prize it.

The stealth retirement account

The power move is to contribute the maximum, invest it, and pay current medical bills from other money — letting the HSA compound untouched for decades. In retirement, healthcare is often one of the largest expenses, and a large invested HSA can cover it tax-free. After 65, you can also withdraw for any reason, paying only ordinary income tax, which makes it as flexible as a Traditional IRA with a tax-free option on top.

Eligibility and limits

To contribute, you need a qualifying high-deductible health plan and can't be on Medicare or claimed as a dependent. The IRS sets annual contribution limits that rise most years, with an extra catch-up amount once you turn 55. Many employers also contribute, which is effectively free money on top of your own.

planbend is a planning tool, not a tax advisor. This calculator assumes a constant return and that you invest rather than spend the balance. It doesn't enforce contribution limits or eligibility rules. For decisions about your own accounts, the Resources page can help you find a licensed professional.

Common questions

What is the triple tax advantage?
Contributions are deductible, growth is tax-free, and qualified medical withdrawals are tax-free. No other account offers all three, making the HSA uniquely powerful.
Can I use an HSA for retirement?
Yes. Invest rather than spend it and it compounds tax-free. After 65 you can withdraw for any purpose at ordinary income tax, while medical withdrawals stay tax-free.
Who is eligible?
You need a qualifying high-deductible health plan and can't be on Medicare or a dependent. The IRS sets annual limits with a catch-up at 55. Check irs.gov.
Should I spend or invest it?
If you can pay medical bills from other funds, leaving the HSA invested to compound tax-free is the most powerful use. You can even reimburse yourself for old receipts later.