Recorded 8/11/2015

The Affordable Care Act is now front and center and impacting health insurance for all Americans. High-deductible health plans allow individuals to establish Health Savings Accounts (HSAs). Helping individuals to become comfortable with HSAs, and understand how flexible and helpful they can be in planning, is a valuable service that an adviser can provide. Learn the ins and outs of HSAs, and why they will only continue to grow in popularity.

Jim Pasztor, vice president of academic affairs at the College for Financial Planning, is also involved with several of the College's investment courses and the white paper series. He is a CFP® practitioner, and has earned the MPAS designation and an MSF degree in Financial Analysis, both from the College for Financial Planning. Jim is a member of NAPFA, FPA, IMCA, and the CFA Society of Colorado, and was awarded the 2014 Edward D. Baker III award from IMCA for his paper "Endogenous Risk and Dangers to Market Stability." You can reach Jim at jim.pasztor@cffp.edu

Complexity Level: Overview