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Surprisingly, the tax savings on many employees’ contributions to a health savings account (HSA) increases wealth by more than a 50% employer match on the same employees’ 401(k) contributions. Join Greg Geisler, PhD, CPA (inactive) for a look at provide the financial planning tools needed to assess HSAs as a wealth maximization option, where available. It also provides the tax-efficient rank ordering that maximizes wealth by comparing contributions to HSAs, Roth and traditional retirement accounts, and 529 accounts, as well as for paying down debts.

Learning Objectives:

  • Determine when an employee’s HSA contribution increases wealth more than an employer’s 401(k) matching contribution;
  • Gain the ability to rank order investing through different savings vehicles and paying down debts to maximize wealth;
  • Rank all of the different savings vehicles under the federal income tax law

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.