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Virtual Event

How HSAs and 401(k)s Work Together — A Conversation

November 12 @ 11:00 am - 11:45 am
Virtual Event

Join us for a live conversation — not a lecture — with two RSG advisors and a benefits specialist from Alliant, walking through how HSA and 401(k) accounts actually work together.

In 30 minutes, you’ll learn:

  • Why your HSA’s “triple tax advantage” might deserve a bigger role in your savings strategy than you think
  • Where an HSA actually fits in your savings priorities — before or after maxing out your 401(k) contributions
  • What your HSA can (and can’t) pay for today vs. after you retire — including a few surprises
  • A real-numbers look at what consistent contributions could grow to by retirement, adjusted for inflation

Kevin Delaney leverages his extensive expertise to provide tailored, client-focused retirement planning and wealth management solutions, as Vice President of Business Development and Relationship Manager at Retirement Solution Group. With extensive experience in investment options, tax planning, and risk management, along with key industry certifications and licenses, he empowers individuals to navigate retirement with confidence. His consultative approach ensures clients receive personalized strategies that align with their unique financial goals, fostering trust and long-term financial security.

 

 

Christie Cheng, a skilled financial professional at Retirement Solution Group, specializes in employee education, delivering dynamic workshops and personalized guidance on retirement planning topics like 401(k) rollovers, Social Security optimization, and tax-efficient strategies. Her client-focused expertise empowers employees and pre-retirees to confidently craft personalized paths to long-term financial security.

 

 

 

George H. George, of Alliant Insurance Services, helps HR and Finance leaders at companies with 1–200 employees take back control of their benefits spend — without cutting coverage, switching carriers mid-year, or disrupting open enrollment..

 

 

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