The tax treatment of HSAs is so favorable, that a contribution to it can end up making an individual wealthier than a contribution to a qualified employer-sponsored retirement account including the employer’s matching contribution!
This fact raises the issue of whether there is a tax-efficient order for investing (e.g., HSAs, Roth and Tax-Deferred Retirement Accounts, Nonqualified) and Paying Down Debts? This presentation presents the tax-efficient order that will maximize wealth.
Greg received his PhD from University of North Carolina-Chapel Hill, is a Clinical Professor of tax accounting at Indiana University-Bloomington. He teaches a course called “Income Tax and Individual Financial Planning.”
He publishes articles at the intersection of income tax and financial planning. Specifically, in the last ten years he has published 6 such articles in the Journal of Financial Service Professionals and 7 such articles in the Journal of Financial Planning (JFP), including one that received the 2017 "Montgomery-Warschauer Award" for most outstanding article contributing to the betterment of the financial planning profession.
At his previous university, he was awarded the only 2017 Chancellor’s Teaching Excellence Award.
He has been quoted in the Wall Street Journal and many times in the financial press and on newscasts.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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