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Slott, Levine: Here's What Happens to the HSA When a Client Dies
Features December 13, 2024 at 05:53 PM
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What You Need To Know
- HSAs are a powerful wealth accumulation vehicle from the tax efficiency perspective.
- A surviving spouse can treat an inherited HSA as their own.
- All other beneficiaries, including the decedent's estate, receive the account balance as taxable income.
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