0      0

SOP2306 - Advanced Planning Strategies for Health Savings Accounts

‐ Nov 14, 2023 12:30pm

This session is a deep dive into the nuances of Health Savings Accounts, offering best practices for maximizing the wealth-building aspects as well as common pitfalls to avoid. It will include tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency.

Key Topics

  • The ins and outs of planning for your clients with Health Savings Accounts
  • Tips for navigating special situations like Medicare enrollment

Learning Objectives:

  • Identify the ins and outs of the HSA triple tax free savings vehicle.
  • Apply understanding of HSA planning in specific circumstances like end-of life planning.
  • Determine how to maximize wealth for clients and avoid the pitfalls.



Concurrent Session (Onsite and Online)

You must be logged in and own this session in order to post comments.