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Health Savings Accounts - VIRTUAL

Overview

A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.

Objectives

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.

Highlights

None

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

HSA20516

2 CPE Credits
Tax: 2 Credits

Registration

Member Price:
$135
Non-member Price:
$165

Registration is open through 05/15.

Thursday, May 16th

3:00pm to 5:00pm
(Check-In 2:30pm)

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Instructor

Robert Jennings