Very interesting topic to enhance my knowledge of the use of HSA's to client's financial circumstances. - James
I didn't know that we could use HSA medical expense reimbursement in the future and not the year you incurred the over counter expense! - Heather
All of it was great. Greg did a great job of laying out how/when the HSA contribution is better than getting an employer match on 401k. Slides helped his explanation a lot. - J. Chris
It was an eye-opener to learn that HSA contributions can be more impactful than 401k matching! - Elise
"Learned something that maybe I should have known beforehand:
Folks still pay FICA tax on Pre-tax 401K contributions
HSA contributions are taken out BEFORE FICA tax" - Lance
Attendees Comments:
Very interesting topic to enhance my knowledge of the use of HSA's to client's financial circumstances.
- James
I didn't know that we could use HSA medical expense reimbursement in the future and not the year you incurred the over counter expense!
- Heather
All of it was great. Greg did a great job of laying out how/when the HSA contribution is better than getting an employer match on 401k. Slides helped his explanation a lot.
- J. Chris
It was an eye-opener to learn that HSA contributions can be more impactful than 401k matching!
- Elise
"Learned something that maybe I should have known beforehand:
Folks still pay FICA tax on Pre-tax 401K contributions
HSA contributions are taken out BEFORE FICA tax"
- Lance