Most Americans are not saving enough for retirement. Further, we underestimate how much of retirement income will be spent on health care costs. Health savings accounts (HSAs) are well suited to fill this void by offering superior tax efficiency today coupled with the flexibility to meet retirees’ changing needs as they age. Join this session to learn how HSAs may benefit your clients and how incorporate them into their financial plans.
Level of Complexity: Overview
September 12, 2017
Financial Planning Association
CFP CE: 1.00
This course is no longer available for purchase.