The HSA Advantage: Covering Healthcare Costs with Tax-Free Dollars | Lord Abbett

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Financial Advisor Education

The Potential HSA Advantage: Covering Healthcare Costs with Tax-Free Dollars

As healthcare costs continue to rise, tax-advantaged savings for future health expenses play an increasingly important role in creating a financial plan. Join Brian Dobbis as he discusses the impact of increasing health care costs on retirement savings. Learn how tax-advantaged Health Savings Accounts (HSAs) can have a significant impact on building a health care funding strategy, and how they interact with retirement accounts. The seminar will help you develop established strategies that can be implemented immediately.

KEY TOPICS DISCUSSED

  • Why HSAs Matter
  • HSA Marketplace
  • HSA Strategies
  • HSA at age 65
  • HSA and Medicare
  • HSA Beneficiary Strategies
  • Using this knowledge to help gain and retain assets
  • Your questions!

CE CREDITS

  • IMCA
  • CFP
  • PACE

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