A Guide to Selecting an HSA Provider
Guest Expert: Margaret Giles and Greg Carlson
Date:
Webinar Replay Description
Margaret Giles and Greg Carlson from Morningstar led this webinar for financial advisors on selecting the best Health Savings Account (HSA) providers for 2024.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Good information regarding the number and quality of the HSA Providers currently in business
- Patrick E.
I learned a great deal of general information about HSAs and more specific information about providers - key objectives of the webinar. The drill-down into individual providers was unexpected and welcome.
- Mark Z.
I learned about the 6 month look back period in the year that one files for Medicare.
- Susan B.
Remembering to have the client spend it down post age 65 and well before their life expectancy; previously I hadn't considered that.
- David H.
There are a lot of options for self-directed HSA providers. HSA's do not go to beneficiaries like other qualified accounts and so should be withdrawn before death of both spouses.
- Aaron S.
Good information regarding the number and quality of the HSA Providers currently in business
- Patrick E.
I learned a great deal of general information about HSAs and more specific information about providers - key objectives of the webinar. The drill-down into individual providers was unexpected and welcome.
- Mark Z.
I learned about the 6 month look back period in the year that one files for Medicare.
- Susan B.
Remembering to have the client spend it down post age 65 and well before their life expectancy; previously I hadn't considered that.
- David H.
There are a lot of options for self-directed HSA providers. HSA's do not go to beneficiaries like other qualified accounts and so should be withdrawn before death of both spouses.
- Aaron S.
A Guide to Selecting an HSA Provider 01-29-2025
Attendees Comments:
Good information regarding the number and quality of the HSA Providers currently in business
- Patrick E.
I learned a great deal of general information about HSAs and more specific information about providers - key objectives of the webinar. The drill-down into individual providers was unexpected and welcome.
- Mark Z.
I learned about the 6 month look back period in the year that one files for Medicare.
- Susan B.
Remembering to have the client spend it down post age 65 and well before their life expectancy; previously I hadn't considered that.
- David H.
There are a lot of options for self-directed HSA providers. HSA's do not go to beneficiaries like other qualified accounts and so should be withdrawn before death of both spouses.
- Aaron S.