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Health Savings Accounts are designed to help cope with soaring medical costs.
HSAs offer individuals and families a new, tax-advantaged way to save money for medical expenses and introduce new marketing opportunities for advisors. Here's what you need to know to counsel your clients effectively.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
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