NOT FOR REPRINT
HSA Planning After 55: What Your Clients Might Not Know
Expert Opinion March 20, 2024 at 02:05 PM
Share & Print
What You Need To Know
- Clients 55 and older can make annual catch-up contributions to HSAs.
- After 65, they can make withdrawals for non-medical purposes without penalty, subject to income tax.
- It's important to understand how HSAs interact (or, rather, don't) with Medicare to avoid expensive mistakes.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
