Unique and under-communicated HSA benefits {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

As health savings accounts (HSA) are triple tax free (contribution, growth, qualified withdrawals), these accounts, their uses and balances continue to grow. In this episode of the PFP Section podcast, Kelley Long shares advanced strategies and common misconceptions of HSAs including:

• Shoe box strategy for HSAs
• Using HSAs to address unknowns in retirement
• Techniques for HSA funding and providers

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

• Get up to speed with all the latest proposals and how they may impact your clients with guidance with Proactive Planning Toolkit and Adviser’s Guide To Retirement And Elder Planning Guide.
• Listen to Ted Sarenski’s presentation on the Planning With High-Deductible Health Plans

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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