Advanced Planning Strategies for HSAs

This session is a deep dive into the many 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, the IRA to HSA rollover, utilizing a super HSA as well as end-of-life HSA planning for maximum tax-efficiency. Learning Objectives: Identify the ins and outs of the HSA triple tax-free savings vehicle. Apply HSA planning strategies in scenarios such as Medicare enrollment. Determine how to maximize wealth for clients and avoid the pitfalls.