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Survey Says … What Advisors Think About HSAs

With healthcare costs continuing to rise, health savings accounts (HSAs) are a powerful way for registered investment advisors to help clients maximize their tax advantages… Read More »

Author: James Denison

How to Fill Out IRS Form 8889

How to Fill Out IRS Form 8889 (For 2020 Tax Year) Form 8889 is the tax form that covers all things related to your health… Read More »

Author: James Denison

How HDHP Coverage Fits In With HMOs and PPOs

How HDHP Coverage Fits In With HMOs and PPOs   Figuring out the difference between HMO and PPO health coverage can be confusing on its… Read More »

Author: James Denison

IRS Announces 2019 Contribution & HDHP Deductible Limits

The Internal Revenue Service has announced the 2019 HSA contribution limits.   2019 HSA Contribution Limits Single: $3,500 (up from $3,450 in 2018) Family: $7,000… Read More »

Author: James Denison

IRS Moves 2018 Family Contribution Limit Back Up To $6,900

In March 2018, the IRS lowered the 2018 HSA contribution limit for accountholders with Family coverage from $6,900 to $6,850. However, the IRS announced yesterday… Read More »

Author: James Denison

House Republican Plan Would Match HSA Contribution Limits with HDHP Out-of-Pocket Caps

In response to Obamacare, House Republicans revealed their proposed American Health Care Act on March 7, 2017, and the bill includes boons for health savings… Read More »

Author: James Denison

Think Inside the (Shoe)Box

Have you heard about “shoeboxing” your HSA receipts? Ever wondered how it works? Check out this quick video to learn how.

Author: James Denison

How to Make the Most of Your (HSA) Snow Day

We had more than eight inches of snow this weekend in greater Richmond, Va., which means nothing moved for at least 24 hours—48 hours if… Read More »

Author: James Denison

New White Paper Presents Insights for Making HSAs Resonate with Millennials

HealthSavings Administrators and HSA Coach have released a white paper about Millennials’ health savings account (HSA) adoption rates and their use of these money and… Read More »

Author: James Denison

Partners

How our HSA can help improve retirement readiness…

Author: Chris Lambert

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Announcing our new fund SAVEF, which offers a current 1.05% annual rate of return and a guaranteed return of principal. Learn more about SAVEF here.