Health Savings Accounts (HSAs)

  • 1 Jan 2024
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The webinar covers the basic HSA concept including who can have an HSA, the taxation of HSA contributions and disbursements, how HSAs work with HSA compatible health coverage, how HSA funds can be used on a tax free basis to pay for current (or future) medical, dental and vision expenses or invested.

Given the current state of healthcare premiums, Social Security and Medicare, this session will also cover why everyone looking to reduce their current fixed costs and save for retirement should have an HSA.

This session is not eligible for credit toward CDMM® recertification.