Wolters Kluwer Financial Services

An Introduction to Health Savings Accounts

  • Low cost—only $199 per connection per session for an unlimited number of listeners using one phone line and the optional Internet connection at the same office address
  • No travel costs or time out of the office
  • Convenient time—session times vary to accommodate busy schedules—each session is 75 minutes in length

In December 2003, Congress passed legislation creating Health Savings Accounts (HSAs). The primary purpose of an HSA is to pay for an eligible individual’s medical expenses. Effective January 1, 2004, an eligible individual may establish an HSA, make fully deductible contributions, and take tax-free distributions for qualified medical expenses. This session is designed to provide a basic overview of the rules relating to HSAs.

Agenda

  • What is an HSA
  • Eligibility
  • Establishment
  • Contributions
  • Distributions
  • Other Matters

Session Dates

  • December 17, 2008 - 8:00–9:30 AM CT

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