Understanding Health Savings Accounts (UHSA)

Panelists are subject to change.

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

• What is an HSA?
• Eligibility for an HSA
• How to establish an HSA
• 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
• Using an HSA as a retirement account

• Comprehensively advise clients regarding Health Savings Accounts