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BEGIN:VEVENT
DTSTAMP:20260531T192112
VTIMEZONE:America/Chicago
DTSTART:20261215T150000Z
DTEND:20261215T170000Z
UID:521618
SUMMARY:Surgent's Maximizing Health Savings Accounts for Retirement Planning (MHS2)
LOCATION:Webinar
DESCRIPTION:Surgent's Maximizing Health Savings Accounts for Retirement Planning (MHS2)\n\n12/15/26 09:00 AM CST\n - 12/15/26 11:00 AM CST\Description:\nHealth savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume that Medicare is free and will cover all their health care expenses in retirement, but interactions between Social Security and Medicare can create additional challenges. In this two-hour program, we will provide insights into how to leverage the tax advantages of HSAs to plan for health care expenses in retirement.Objectives:
 Advise clients on the retirement planning aspects of HSAs
 Evaluate the effectiveness of these trending plans, continuously increasing in popularity, for your own needs
 Presenters:Roy RamthunField of Study:Taxes (2)Major Topics:
 Triple tax advantages
 HSA tax advantages vs. other savings options/retirement plans
 Maximizing HSA contributions
 Long-term investment potential of HSAs
 Tax-free transfer of assets at HSA owner’s death
 HSAs as a retirement planning opportunity
 Savings goals
 Retirement perceptions and realities: common financial preparedness concerns, health care costs in retirement, Medicare misconceptions, and Medicare income-based premiums
 HSA funding strategies and pro tips
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Maximizing Health Savings Accounts for Retirement Planning (MHS2)<br /><br />12/15/26 09:00 AM CST - 12/15/26 11:00 AM CST<br />Description:<br />Health savings accounts (HSAs) offer unique tax advantages that make them well-suited as a supplement to traditional retirement planning. HSAs are actually more tax efficient than traditional retirement plans (401(k) plans, IRAs, etc.), making them the best way to plan for future health care expenses in retirement. Many Americans assume that Medicare is free and will cover all their health care expenses in retirement, but interactions between Social Security and Medicare can create additional challenges. In this two-hour program, we will provide insights into how to leverage the tax advantages of HSAs to plan for health care expenses in retirement.<br><br><b>Objectives:</b><br><ul>
    <li>Advise clients on the retirement planning aspects of HSAs</li>
    <li>Evaluate the effectiveness of these trending plans, continuously increasing in popularity, for your own needs</li>
</ul><br><b>Presenters:</b><br>Roy Ramthun<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Triple tax advantages </li>
    <li>HSA tax advantages vs. other savings options/retirement plans</li>
    <li>Maximizing HSA contributions</li>
    <li>Long-term investment potential of HSAs</li>
    <li>Tax-free transfer of assets at HSA owner&rsquo;s death</li>
    <li>HSAs as a retirement planning opportunity</li>
    <li>Savings goals</li>
    <li>Retirement perceptions and realities: common financial preparedness concerns, health care costs in retirement, Medicare misconceptions, and Medicare income-based premiums</li>
    <li>HSA funding strategies and pro tips</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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