SOP2306. Advanced Planning Strategies for Health Savings Accounts

This session is a deep dive into the nuances of Health Savings Accounts, offering best practices for maximizing the wealth-building aspects as well as common pitfalls to avoid. It will include tips on navigating Medicare enrollment along with HSA contributions, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency. KEY TOPICS     * The ins and outs of planning for your clients with Health Savings Accounts     * Tips for navigating special situations like Medicare enrollment

Learning Objectives:

• Identify the ins and outs of the HSA triple tax free savings vehicle.
• Apply understanding of HSA planning in specific circumstances like end-of life planning.
• Determine how to maximize wealth for clients and avoid the pitfalls.