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How CPAs Can Rethink Healthcare Planning
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Subscribe12 FEB 2026 / EXPERT INSIGHTS
CPAs advising business owners on retirement planning should consider two tools: the Health Savings Account (HSA) and the 401h medical benefit account, which cater for healthcare expenses and can serve as tax strategy opportunities, as advised by Fidelity. Differences between the HSA and 401h include contribution capacity, tax advantages, ideal use cases, and complexity, thus CPAs should select the option best suited to the client's situation and needs.
There is a familiar scene in The Godfather where Michael Corleone realizes that what seems like a future problem is actually a present one. Healthcare planning in retirement works much the same way. It is often treated as something to deal with later, eve...
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