Understanding Health Savings Accounts (HSAC)

A Health Savings Account (HSA) is a tax-exempt account created to save for qualified medical expenses in connection with a high-deductible health plan. An HSA can serve as a tax-advantaged retirement account in addition to paying for qualified medical expenses. This program covers what practitioners need to know about HSAs when advising their individual clients.

Panelists are subject to change.

• What is an HSA?
• Eligibility for an HSA
• How to establish an HSA
• Triple tax advantages of HSAs
• Choosing an HSA beneficiary or beneficiaries
• Contributions to an HSA and distributions from an HSA
• Tax treatment of an HSA
• Death of an HSA account owner
• Qualified HSA medical expenses
• One Big Beautiful Bill Act (OBBBA) changes to HSAs
• Using an HSA as a retirement account

• Advise taxpayers on the latest advantages of Health Savings Accounts