The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowledge, with completed forms, of how this plan works, what the traps are, how to comply with deposit and reporting rules, and how to plan for the best tax benefits. Stripped of political burdens, you receive clear yet concise guidance on how to advise and comply with unusual rules affecting over 50% of your client base from America's HSA experts.
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Our 2024 Health Savings Accounts course will guide you through HSA's. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.
Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.
HSA20513
Registration is open through 05/12.
3:00pm to 5:00pm (Check-In 2:30pm)
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1735 Alliant Ave. Louisville, KY 40299
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May 12, 2025
May 13, 2025
