627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

Published: Feb. 18, 2019, 6:12 p.m.

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Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:

  • Health Savings Accounts / Medical Savings Accounts
  • Flexible Spending Accounts
  • Health Reimbursement Arrangements
  • Qualified Tuition Programs (529 Plans)
  • Coverdell Educational Savings Accounts
  • UTMA / UGMA accounts
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