Content Provider
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Handout Materials
Presentation Slides
Additional Materials
Using an HSA to pay for Long Term Care - White Paper
Addressing ERISA concerns when adding HSAs - White Paper
How HSAs help Employers and Employees Reduce Taxes - White Paper
Webinar Technical FAQs
Free cpe webinars
Incorporating HSAs into Retirement Planning

INCORPORATING HSAs INTO RETIREMENT PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 27, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This webinar is an overview of health savings accounts (HSAs) and how they can be utilized as an additional vehicle to save tax-deferred income for retirement. We will discuss the benefits for the individual as well as the business owner as a part of a health and welfare benefits package.

Learning Objectives: 


  • Recall the basics of HSAs

  • Identify HSA opportunities as well as obstacles

  • Define types of medical expenses as qualified versus non-qualified

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

George Schein

Nationwide
Technical Director, Advanced Consulting Group
[email protected]
(614) 249-1354

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George Schein, JD, advised both for-profit and not-for-profit employers as an employee benefits attorney in private practice for over a decade before joining Nationwide Financial in 2018. His work in the Advanced Consulting Group focuses on providing technical expertise and education to advisors and plan sponsors as it relates to qualified retirement plans and welfare benefit plans. He also partners with employers and their third-party vendors to evaluate current plan offerings and/or identify alternative solutions to ensure that the employer’s objectives are being met and that employees have opportunities to plan for and live in retirement.

George graduated from Miami University summa cum laude with a dual Bachelor of Arts in International Studies and Diplomacy & Foreign Affairs and went on to earn his Juris Doctor from the University of Minnesota cum laude. George is admitted to the bar in Illinois and Ohio.
 

About Our Presenter

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Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance.