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2 Visitor Messages

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    I would take him in and get a consultation and recomendation. They do that.
  2. View Conversation
    Hey Brian,

    I can't speak to insurance carriers, and I'll respond to the HSA question on your post. BUT, you will have some opportunities to set this up through one of your companies that will achieve much better tax treatment for you. Make sure you talk to me or somebody before you establish a "plan". There's a lot to consider.

    Dan
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