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UID:180892imp
DTSTAMP:20261017T081912Z
DTSTART:20261021T140000Z
DTEND:20261021T160000Z
LOCATION: Online
SUMMARY: Surgent's Maximizing Health Savings Accounts for Retirement Planning
DESCRIPTION: Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans\, IRAs\, etc.)\, making them the best way to plan for future health care expenses in retirement. Many Americans assume that Medicare is free and will cover all their health care expenses in retirement\, but interactions between Social Security and Medicare can create additional challenges. In this two-hour program\, we will provide insights into how to leverage the tax advantages of HSAs to plan for health care expenses in retirement.
CLASS:PUBLIC
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