High-Deductible insurance plans are commonplace. Health Savings Accounts (HSAs) offer anyone with a High-Deductible plan the ability to manage their out-of-pocket healthcare expenses along with an opportunity to fund retirement savings with a triple tax-advantage. In fact, 90% of HSA participants are likely to save even more than those who use only traditional retirement accounts.
Join nationally-recognized HSA expert Roy Ramthun for this CE and CPE-eligible session to learn:
- health plan eligibility requirements for HSAs
- how contributions and withdrawals work for individuals and couples
- Catch-up provisions for individuals and couples
- the tax advantages of HSAs (employer and individual plans)
- how HSAs work relative to Medicare
- what retirement expenses can be covered by HSAs
- HSA portability and transfer rules
- HSA Providers for Individuals and Employers
*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.