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Health Savings Accounts Beyond the Basics | webcast

May 21, 2023 · 1 hour 34 min watch

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As HSA-eligible High-Deductible Healthcare Plans grow in popularity, more clients realize the tax and retirement planning opportunities available through this triple-tax-free savings vehicle. Kelley guides you by offering best practices for maximizing the wealth-building aspects and common pitfalls to avoid. Tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA and end-of-life HSA planning for maximum tax efficiency are also discussed.

Key Topics

  • The ins and outs of planning for your clients with Health Savings Accounts

  • Tips

Download the Health Savings Accounts Beyond the Basics

File name: health-savings-accounts-beyond-the-basics.pdf

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Topics

Personal Financial Planning
Tax

Subtopics

Individual Income Taxation
Retirement Planning
Tax Planning
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