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HSA Overview

This pre-recorded webinar will be available starting February 15, 2023. Watch as many times as you want and follow along with our reproducible outline so you don't miss anything important.

 

This webinar will cover topics such as:

 

   - HSA Eligibility

   - Defining a High-Deductible Health Plan (HDHP)

   - 2022 and 2023 Contribution Limits

   - Moving Funds from an IRA to an HSA

   - Reporting HSA Contributions

   - Taxation of Distributions

   - Qualified Medical Expenses

   - Death Distributions

   - Reporting HSA Distributions

 

After watching the webinar, take advantage of the FREE phone-in Q&A session!

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