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Clients who contribute to a Health Savings Account (HSA) need to clearly understand their options as they become Medicare eligible. Their ability to continue to contribute will be influenced by factors such as their employment status, whether they are claiming Social Security benefits and their current health insurance coverage. 

Join HSA and Medicare expert Kevin Robertson to learn:

  • when clients 65 or older can continue to contribute to HSAs,
  • how to avoid the six-month retroactive Medicare "gotcha" and related tax penalties,
  • how and when clients can reverse contributions and why they need to monitor employers made HSA contributions made six months prior to their Medicare enrollment. 

 

*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.

 

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A CFP ID number will be required in order to receive CE credit for this webinar.