PPT-Winning with an HSA HSA educational series

2 HealthEquity webinar series Health savings account basics Tips to maximize your HSA savings HealthEquity member portal overview wwwhealthequitycomwebinars Winning with an HSA 3 HealthEquity Inc does not provide legal tax financial or medical advice Always consult a professional when making life changing decisions . 50. th. AIAA-JPC Conference, July 29, 2014. Cleveland, OH. All m. embers: . Space Propulsion Synergy Team . – http:spacepropulsion.us. Douglas . G. Thorpe, Co-Founder: http://theUSAparty.com. Russel. Choosing a Dental Plan. Jean . Laumann. Types of Dental Plans. DISCOUNT DENTAL. No annual limits. Discounts on services. Specialties discounted. Cosmetic. Orthodontics. DENTAL INSURANCE. Deductibles. 1 . C. orinthians 9:19-27. The Winning Formula. Know what it takes to . win . (v19-23. ). The Winning Formula. Know . what it takes to win . (v19-23. ). Victory = sharing the gospel effectively with as many people as possible. One thing that I often do is play games. . I . like playing all kinds of games. .. The goal to playing games is to win. .. Winning is fun, and it can make me feel happy, proud and special.. Unfortunately only 1 person or 1 team can usually be the winner.. with an HSA. Winning with an HSA. 2. HealthEquity, Inc., does not provide legal, tax, . financial . or medical advice. Always consult a professional when making life changing decisions. . Why choose an HSA?. Nothing in this communication is intended as legal, tax, financial, medical or marital advice. Always consult a professional when making life changing . decisions. It . is the members' responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted. . It’s Your Money. Save, spend or invest with your HSA. Welcome!. 2. HSAs are the most tax-advantaged account in America!. What is an HSA?. 5 reasons to maximize . use of your HSA. Getting started. $. HSA educational series. 2. HealthEquity. webinar series:. Health savings account basics. Tips to maximize your HSA savings. HealthEquity member portal overview. www.healthequity.com/webinars. HealthEquity. This presentation is adopted from a presentation made in an advanced tax planning class as part of the curriculum for my Master’s in Tax & Financial Planning at San Diego State University. Although it highlights many of the HSA basic concepts, it is actually designed to focus on a little known “secret” behind the HSA plan—the ability to by-pass the 7.5% AGI limitation required before most people can ever deduct any of their medical expenses. I hope you enjoy!. ). 2. Optum . Bank. ℠, M. ember FDIC. Established in 2003. Subsidiary of Optum – . owned by UnitedHealth Group. Deposits are insured by the FDIC up to $250,000. Focuses solely on health care banking. By Jason Jebbia. The Game of Nim. In this presentation I will:. Introduce the game play and rules of the game of Nim. Demonstrate the winning strategy of Nim. Discuss other variations of Nim including their winning strategies.. Funding & Invoicing. ____ __. Agenda. HSA Funding & Invoicing. Invoice for Administrative Fees. File and Funding Process. Unopened Account Funding (Pending Contributions). SOF HSA FAQ v5.22 855.824.9284 Page 2 855.824.9284 Can I use the money in my HSA to pay for medical care for a family member? Yes. You may withdraw funds to pay for quali�ed medical expe A CDHP (Consumer Directed Health Plan) is a specific type of high deductible health plan that meets IRS requirements allowing it to be coupled with tax-advantaged personal Health Savings Account (HSAs)..