Health Savings Accounts: What You Need to Know about HSAs and Tax-free IRA-HSA Transfers

Price: FREE

What it is

This 12-page Special Report gives estate planners a basic overview of tax-favored “Health Savings Accounts” under IRC § 223, then explains the new “qualified health savings account funding distributions” (basically, tax-free IRA to HSA transfers) allowed as a result of the Tax Relief and Health Care Act of 2006 — including who if anyone should take advantage of the new provisions.

Who needs it?

You need this Special Report if: You are not familiar with the tax advantages of Health Savings Accounts for your clients, and/or with how the changes made by the Tax Relief and Health Care Act of 2006 made such accounts more favorable and more accessible for many clients.

Order online version: Free. You will receive a link to a pdf version which you can download to your PC and read on screen or print and read.