Investment/Trust - Health, Education and Medical Savings Account
American Investment & Trust provides these special types of custodial services that can help in the management of assets intended for current or future needs.
Securities, insurance products and advisory services are offered by Cetera Investment Services LLC, a registered broker-dealer, member FINRA/SIPC. Cetera Investment Services is not affiliated with the financial institution where investment services are offered. Investment products are * Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit * Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Health Savings Accounts (HSA)
A Health Savings Account (HSA) is a tax-advantaged medical savings
account available to taxpayers who are enrolled in a High Deductible
Medical Savings Accounts (MSA)
A Medical Savings Account (MSA) is an account, generally associated
with self-employed individuals, in which tax-deferred deposits can be
made for medical expenses. HSA accounts are now replacing the use
of MSA accounts.
Coverdell Education Savings Accounts (ESA)
The assets contributed to an ESA accumulate earnings tax deferred, and distributions used for qualified education expenses incurred at elementary, secondary, and post-secondary educational institutions are tax and penalty free.