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How To Understand Your 1099-SA Form

How To Understand Your 1099-SA Form   Each year, HSA providers are required to send a copy of Form 1099-SA by January 31st to all… Read More »

Author: James Denison

HSA Tax Tips: What You Need To Know

HSA Tax Tips: What You Need To Know   With 2019 here, we’re providing some important tax tips to make sure you’re prepared for tax… Read More »

Author: Ginny Latham

Your 7-Step HSA Checklist For 2019

Your 7-Step HSA Checklist For 2019   With 2019 right around the corner, folks are hard at work putting together New Year’s resolutions: eating better,… Read More »

Author: Craig Keohan

Two Under-The-Radar Obstacles That Cripple Advisors’ HSA Production

Two Under-The-Radar Obstacles That Cripple Advisors’ HSA Production   As HSAs become a larger part of the retirement planning conversation, advisors are increasingly seeing the… Read More »

Author: Craig Keohan

4 Steps To Becoming An HSA Master

4 Steps To Becoming An HSA Master   HSAs are like onions; they have layers (cue the Eddie Murphy voice). And the better you understand… Read More »

Author: Craig Keohan

6 HSA Expansion Recommendations From The Recent Healthcare Reform Report

6 HSA Expansion Recommendations From The Recent Healthcare Reform Report   Recently, the Department of Health and Human Services, the Department of Labor, and the… Read More »

Author: Craig Keohan

Two Roadblocks To Employee HDHP/HSA Adoption And How To Overcome Them

Two Roadblocks To Employee HDHP/HSA Adoption And How To Overcome Them   High deductible health plans (HDHPs) and HSAs allow employers to lower their health… Read More »

Author: James Denison

HSAs: The Best Way To Save For Retirement

HSAs: The Best Way To Save For Retirement   HSAs are the unquestioned top choice for paying for current medical expenses or saving for future… Read More »

Author: James Denison

Acing The Transition From A Health FSA To An HSA

Acing The Transition From A Health FSA To An HSA   For people with Health FSAs, HSAs are an attractive option because the funds belong… Read More »

Author: James Denison

Your PPO Plan Might Be A High-Deductible Plan In Disguise

Your PPO Plan Might Be A High-Deductible Plan In Disguise Just like Blockbusters and landlines, zero-dollar deductibles on PPO plans are becoming a thing of… Read More »

Author: James Denison

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