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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.
Speaker(s):
Kelley
C. Long,
CPA/PFS, CFP®,
Financial coach,
Financial Bliss with Kelley Long