Thank you for attending my October 2024 presentation for FPA Central Ohio!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- IRS Publication 969 (on HSAs)
- IRS Publication 502 (on Medical and Dental expenses; includes qualified expenses for HSA distributions)
- Congress Fires Warning Shot At Stretch IRAs, Threatens 5-Year Rule For All
- HSA Planning When Both Spouses Have A High-Deductible Health Plan (HDHP)
- Supplemental Saving In An HSA For Retiree Medical Expenses
- The HSA ‘Deathbed Drawdown’: Making Tax-Efficient Distributions Of Large Balances (When There Isn’t Much Time) HSA Planning (MNCPA 11.15.2
