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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 »

Author: Craig Keohan

How to Fill Out IRS Form 8889

How to Fill Out IRS Form 8889 Form 8889 is the tax form that covers all things related to your health savings account (HSA). You… Read More »

Author: Craig Keohan

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 »

Author: Craig Keohan

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 »

Author: Craig Keohan

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… Read More »

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… 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’ Health Savings Account Production   As health savings accounts (HSAs) become a larger part of the retirement planning conversation,… 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

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