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HSA Insights

Save for today. Invest for tomorrow.

Why You Should Make HSA Contributions For 2018 (Even in 2019)

Why You Should Make HSA Contributions For 2018 (Even in 2019)   Like an IRA, you may have heard that you can still make contributions…

Author: Craig Keohan

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…

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…

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,…

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…

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…

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…

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…

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…

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…

Author: James Denison

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2018 HSA contributions can be made until April 15th. Individuals, select "Contribute to 2018" when scheduling a contribution. Employers, select "File Upload" when scheduling a contribution, then note "Fiscal Year 2018" in your file template.