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HSA Learning

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Can I Make A Deductible Contribution To My HSA?

Can I Make A Deductible Contribution To My HSA?

  • The minimum deductible requirements for HDHP
  • The maximum out-of-pocket expense for HDHP
  • Contribution amounts
  • Impact if HDHP coverage starts or changes this year
  • Full Contribution Rule and Last-Month Rules
  • HSA and Medicare coordination

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Will The Distribution From My HSA Be Tax & Penalty-Free?

Will The Distribution From My HSA Be Tax & Penalty-Free?

  • Classification as a Qualified Medical Expense
  • Eligibility of LTC insurance premium payments
  • Eligibility of health insurance premium payments
  • Impact if the distribution occurs before/after turning age 65
  • Use of HSA funds to pay Qualified Medical Expenses of family members
  • Timing of expenses

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