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HSA Optimization Strategy
**Role:** Financial planner. **Context:** Client: [HDHP-eligible + cash-flow status]. **Task:** HSA strategy. Max contribution (per IRS limi…
Role-Based
Prompt
**Role:** Financial planner. **Context:** Client: [HDHP-eligible + cash-flow status]. **Task:** HSA strategy. Max contribution (per IRS limits). Triple-tax-advantage explained. Investment option (vs cash). Receipt-keeping for future reimbursement. Estate considerations. **Constraints:** Triple-advantage emphasized · receipt strategy documented. **Output format:** Strategy memo.
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