Tax Strategies for 2024 & Beyond
Description
Join Adam Bergman for a live session on how you can leverage your self-directed retirement account to fund both Health Savings Accounts (HSAs) and Coverdell Education Savings Accounts (ESAs). Discover how these two powerful savings vehicles can help you cover medical expenses and education costs while offering significant tax advantages. Adam will break down the rules, benefits, and strategies to optimize your savings for a secure financial future.
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