HSA Planning: Maximizing Tax-Advantaged Savings For Clients’ Health Care Expenses

Health Savings Accounts (HSAs) offer clients a unique opportunity to save for healthcare expenses while taking advantage of valuable tax benefits. Beyond covering current medical costs, HSAs can also play an important role in long-term retirement and tax planning.

In this webinar, we’ll explore the rules, strategies, and planning opportunities advisors should understand to help clients maximize the value of their HSAs. From contribution limits and eligibility to investment strategies and beneficiary considerations, you’ll gain practical insights you can apply in your client conversations.

This webinar will cover:

1. HSA eligibility requirements and annual contribution limits
2. Strategies for coordinating HSA contributions for spouses and families
3. Qualified medical expenses and reimbursement rules
4. Approaches for investing HSA assets for long-term growth
5. Beneficiary considerations and estate planning implications

This webinar is eligible for 1 CFP® CE credit. Participants are required to attend the live session in its entirety to receive credit.