AICPA Personal Financial Planning (PFP)
The power of planning with high-deductible health plans {PFP Section}
21 Aug 2020
Guest: Ted Sarenski, CPA/PFS If you're looking for one of the best tax deals around, look no further than a HSA for its trifecta of benefits. Contributions are tax deductible, growth is tax free, and qualified withdrawals are not taxable. Explore the ins and outs of HSAs and why they should be considered for every retirement plan in this PFP Section podcast episode brought to you by Ted Sarenski, CPA/PFS. Learn: How to use HSAs as a powerful vehicle for retirement savings How HSAs integrate with your overall financial plan What happens if you are no longer employed What you need to know about the 2020 rules Access the related resources from this podcast: Be prepared to best serve your clients with The Adviser's Guide to Retirement and Elder Planning (www.aicpa.org/pfpguides), a 4-part series covering these important client planning decisions. Hone your skills in all areas of personal finance with your CPA/PFS credential (aicpa.org/pfs). This episode is brought to you by the AICPA's Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program (www.aicpa.org/pfs), which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Don't miss an episode. Subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View
Reducing Burnout and Boosting Revenue in ASCs
10 Dec 2025
Becker’s Healthcare -- Spine and Orthopedic Podcast