Health Savings Accounts: Qualified Plans, Taxpayers, and Expenses; Reporting Distributions; Retirement Funding
A live 110-minute CPE webinar with interactive Q&A
This course will explore the advantages of health savings accounts (HSAs), including plan and participant requirements, contributions and limits, and using an HSA to supplement retirement plans. Our panel of HSA experts will explain the overlooked opportunities these plans provide.
- What is an HSA?
- Who can and who cannot use them
- Qualified medical insurance plans
- Contribution limits
- Qualifying expenses
- Tax advantages
- Investment opportunities
- How to supplement retirement plans
The panel will review these and other critical issues:
- Using an HSA to pay Medicare premiums
- Using an HSA as an alternative to Medicare supplement coverage and long-term care insurance
- Utilizing an HSA as an investment vehicle
- Generating tax-free income in retirement without RMDs
Lawrence K.Y. Pon, CPA/PFS, CFP, EA, USTCP, AEP
Pon & Associates
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and... | Read More
Mr. Pon has been in practice since 1986 providing comprehensive tax and financial planning, tax preparation and representation.Close
President and Founder
HSA Consulting Services
Mr. Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer- directed health care issues. He... | Read More
Mr. Ramthun is a nationally-recognized expert on Health Savings Accounts and consumer- directed health care issues. He led the U.S. Treasury Department’s implementation of HSAs after they were enacted into law in 2003. President George W. Bush then tapped Mr. Ramthun to be his health care policy advisor at the White House, where he developed the President’s proposals to expand HSAs while overseeing the implementation of the Medicare prescription drug benefit (Part D). As President of HSA Consulting Services, LLC, he continues to be an advocate for consumerism in health care and is a frequent speaker at conferences and seminars around the country.Close
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.