Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare

Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare

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Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare - Kelley Long

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion.

This session will review the rules to ensure that those who do defer Medicare enrollment can avoid the lifetime late enrollment penalties while also covering several common questions and pitfalls so you can best advise clients on their choices when working past age 65.

In "Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare" by Kelley Long, you will:

  1. Recognize scenarios where clients may be at risk for penalties due to late enrollment in Medicare or making ineligible contributions to a Health Savings Account;
  2. Calculate the maximum amount eligible taxpayers can contribute to their Health Savings Account in the year they plan to enroll in Medicare.;
  3. Apply the rules for HSA contribution eligibility alongside Medicare enrollment when retiring after age 65.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Kelley Long, CPA/PFS, CFP®.

Kelley Long, CPA/PFS, CFP®
Kelley Long, CPA/PFS, CFP®

Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Public Accountant. 

Retirement planning experience

With over 20 years of various roles in the financial services industry, Kelley left her most recent full-time position as a Senior Financial Planner and Personal Financial Coach with Financial Finesse after 5 years of changing the financial lives of employees throughout the US. Financial Finesse is often credited with starting the financial wellness industry in 1999 and is still the leading provider of unbiased workplace financial wellness programs – her experience there informs her consulting and speaking work today.

Retirement planning thought leadership and expertise

As a media spokesperson for the American Institute of Certified Public Accountants (AICPA), Kelley has appeared in thousands of media pieces, including stories in the New York Times, Wall Street Journal, Washington Post, Reuters, the AP and even She has a particular interest in educating people about the unique and undercommunicated benefits of Health Savings Accounts, and frequently presents on this topic at conferences and employee forums.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

Retirement CE Sponsor with the CFP Board of Standards

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

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Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

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