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HSAs As Long-Term Savings Vehicles? We Say Yes.

HSAs As Long-Term Savings Vehicles? We Say Yes.   According to a recent PlanSponsor survey, many employers don’t see HSAs as a feasible long-term savings… Read More »

Author: James Denison

T. Rowe Price Survey Highlights Need For Investment HSAs

T. Rowe Price Survey Highlights Need For Investment HSAs   A recent T. Rowe Price study, “Retirement Savings and Spending: Behaviors and Attitudes Toward Retirement,”… Read More »

Author: James Denison

HSA or FSA? Three Tips To Know The Difference

HSA Or FSA? 3 Tips To Know The Difference   HSAs and FSAs are both tax-advantaged medical savings vehicles, so they can easily be confused.… Read More »

Author: James Denison

3 Reasons Why Your HSA Should Be The First Retirement Account You Fund

3 Reasons Why Your HSA Should Be The First Retirement Account You Fund   For many people, using a 401(k) as their primary retirement savings… Read More »

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

Your HSA and Tax Forms: Everything You Need to Know

Your HSA and Tax Forms: Everything You Need to Know The triple tax savings with health savings accounts (HSAs) are unmatched. Contributions are either pre-tax… Read More »

How Your HSA Can Help You Save More This Tax Season

How Your HSA Can Help You Save More This Tax Season   The Tax Cuts and Jobs Act of 2017 nearly doubled the standard deduction… Read More »

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 HSA… Read More »

Your 7-Step HSA Checklist For 2021

Your 7-Step HSA Checklist For 2021   With 2021 right around the corner, folks are hard at work putting together New Year’s resolutions: eating better,… Read More »

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

Two Under-The-Radar Obstacles That Cripple Advisors’ Health Savings Account Production   As health savings accounts (HSAs) become a larger part of the retirement planning conversation,… Read More »

Author: James Denison

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