Explanation of contribution limits and the importance of avoiding excess contributions

HSA Contribution Limits

Key Takeaway

Action Step

Quiz

Understanding HSA Contributions and Limits

Using HSA Funds for Qualified Medical Expenses

What is a Qualified Medical Expenses?

HSA Savings + Investment Account

Actionable step

HSA Basics

Saving and Investing with a HSA

Determining if you are eligible for an HSA

Eligibility and Coverage for HSAs

HSA Eligibility

Factors to Consider in Choosing an HSA

Key Takeaways

 Actionable step

Choosing between a HSA & FSA

Choosing a HDHP with an HSA

How to make the most of your HSA after age 65 or during retirement.

Explanation of how HSA funds can be used for non-medical items after age 65

Using HSA Funds for Non-Medical Items After Age 65

The power of a Self Directed HSA

Maximizing A Self Directed HSA 

Self Directed HSA vs HSA

Choosing an HSA over an IRA

HSA Vs IRA 

Understanding what happens in your HSA account after withdrawals and contributions for tax purposes.

Tax Treatment of HSA Contributions 

Tax Treatment of HSA Withdrawals

Investing with your HSA

HSA Rollovers and Transfers & Conclusion

Tax Treatment of HSA Contributions and Withdrawals

Understanding how HSA's and Medicare interact

Introduction to HSAs & Medicare

Medicare Coverage explained

Making Informed Choices & Conclusion

HSAs and Medicare: A Comprehensive Guide for First-Time Users

Understanding what happens with your HSA in the case you lose your job.

Understanding the value of your HSA with COBRA

Transitioning from COBRA to Medicare & Conclusion

HSAs with Respect to COBRA: A Comprehensive Guide

Going through a divorce can be extremely difficult and confusing when evaluating investments, homes, kids, and medical expenses.

Introduction

Post-Divorce HSA Considerations & Conclusion

HSAs When Getting Divorced

Declaring for bankruptcy can be a difficult decision. Understanding how your HSA's can help and what happens to it will be examined in this chapter.

HSAs and Bankruptcy

Seeking Professional Advice & Conclusion

HSAs When Declaring Bankruptcy

When your spouse has recently passed know how to manage your HSA can be cruciall

HSAs After the Primary Holder's Death

HSA Continued Management & Conclusion

HSAs in the event of the death of the primary holder

How is your HSA affected by you having kids in college?

Utilizing HSAs for College-Aged Children

Post College Transition & Conclusion

Managing HSAs with College-Aged Children

How does the CARES affect your HDHP and HSA?

CARES Act Impact on HSAs

Making Informed Decisions & Conclusion

HSAs with Respect to the CARES Act

Understanding how the SECURE Act can affect your HSA

SECURE Act Impact on HSAs

Making Informed Decisions

HSAs with Respect to the SECURE Act

Protecting your health and future with your HSA

Review & Wrapup

<p><span style="color: rgb(55, 65, 81); color: rgb(55, 65, 81)">This course provides a comprehensive overview of Health Savings Accounts (HSAs) and their benefits. Students will learn about the purpose of HSAs, how they are paired with high-deductible health plans, and the advantages of using HSAs in terms of saving money and having more control over healthcare dollars. The course also covers topics such as HSA contributions and limits, using HSA funds for qualified medical expenses, using HSAs as savings and investment accounts, eligibility and coverage for HSAs, factors to consider in choosing an HSA, using HSA funds for non-medical items after age 65, and a recap and review of key concepts. © 2023 HSAPAY</span></p>

Learning how to master your HSA through management & investing! 

Master Health Savings Accounts (HSAs) & Investing Benefits

frank staine-pyne

Course Details

Course content

Includes