2022 Health Savings Account Update & Review Web Recording

Member Fee:  $165
Non-Member Fee:  $265

Speaker: Debbie Crawford, gettechnical, Inc.

Health Savings Accounts, friend or foe? Account holders like HSAs, but does the financial institution? Find out the good, the bad and the ugly of Health Savings Accounts. This webinar is designed to enable you to answer most account holder questions about HSAs as well as open, document and report these products correctly. Learn about eligibility rules, contribution rules and distributions from Health Savings Accounts.

Topics include: 

  • Background and key points on HSAs
  • What is a high deductible health plan
  • Eligibility and contribution rules
  • Testing period and consequences for not meeting the testing period
  • Customer tax issues on contributions
  • Moving and changing HSAs
  • IRA to HSA rollover
  • Insurance Issues
  • Distribution
  • IRS Reporting
3/31/2022 - 10/1/2022

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