HSAs and Medicare: The Rights, The Wrongs and The Rules

Presented on: Thursday, June 22nd – 10:00am

Presented by: Paula Venné-Clendening – Benefits Consultant – Medicare/Individual Insurance Plans, Walsh Duffield Companies, Inc. 

Overview: As High Deductible Health Plans paired with Health Savings Accounts (HSA) gain popularity with employers, individuals are benefiting from tax advantages and saving toward future health expenditures with HSAs. However, things can get complicated when Medicare enters the picture, especially as people remain in the workforce well past age 65. This presentation will take a deep look into how Medicare eligibility can affect the ability to contribute to an HSA and strategies to help your employees maximize their contributions while avoiding problems with Medicare down the road.