Client Conversations: HSAs: 1 Account, 3 Tax Benefits
Client Conversations gives financial advisors an easy way to communicate with clients on topics influencing financial markets; it highlights common investor behaviors and offers ways to address the challenges investors face. Share this article with your clients, and remember to follow your firm's policies that govern sharing content with clients and prospects.
1 “High-deductible Health Plans and Financial Barriers to Medical Care: Early
Release of Estimates From the National Health Interview Survey, 2016;” 6/17;
National Center for Health Statistics
2 HealthCare.gov; 1/18
3 “Revenue Procedure 2017-37;” 5/17; IRS.gov
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