At this Kitces Monthly webinar, Ben Henry-Moreland, Senior Financial Planning Nerd at Kitces.com, will walk advisors through a detailed explanation of the planning considerations of HSA ownership starting from contribution eligibility to distribution rules, to transferring assets in an HSA at death. Ben will discuss how to strategically utilize an HSA to plan for current medical needs, take advantage of tax-free growth, and coordinate benefits with spouses and adult children. Advisors will learn:
- What to consider when navigating HSA contributions, distributions, and transfers
- How to strategically utilize an HSA for current medical needs
- How to take advantage of the tax-free growth in HSAs
- And more!
