The HealthEquity Blog

This fall we conducted a survey of 1,155 full-time employees across the United States to understand how they were managing healthcare expenses during COVID-19. We found that many are unaware of how much healthcare services...

FIRE (Financial Independence, Retire Early) is quickly becoming a new mantra for young workers and it just may be a solution to retiring early. It has piqued the interest and been reported in major news outlets like the New...

One aspect of health savings accounts (HSAs) that may be less understood is the ability to invest HSA funds, the gains of which are tax-free¹. Some retirement advisors are even recommending maxing out HSAs before 401(k)s...

Consumer-directed healthcare plans (CDHP) accompanied with health savings accounts (HSAs) continue to increase in adoption, 20% year over year growth from 2017. Electing the plan is just the beginning. Many employers find it...

For employers, there has been a monumental shift in the healthcare marketplace from higher cost, traditional plans to high deductible or consumer directed health plans (CDHP). Between 2007 and 2018, CDHP adoption has increased...

In a previous post we revealed some fees that may be lurking in an HSA. In this post we’ll go a step beyond and explore what fees reveal about your HSA provider and their motivations.

Michael Kitces, director of financial...

Note: This is the second of a 3-part series of blog posts. A previous blog post discussed contributing to an HSA, and a subsequent post will discuss distributing (or spending) HSA funds.

Since 2003, when they were created,...

“In this world nothing can said to be certain, except death and taxes.” — Benjamin Franklin

With the passage of new tax laws in December 2017, the United States Congress made changes for deductions and corporate tax rates, but...

UPDATE: On April 26, 2018, the IRS reversed their guidance and restored the maximum annual contribution limit for a family HSA to $6,900 for taxpayers with qualifying coverage. Accountholders wishing to make the maximum annual...

 Note: A previous blog post discussed answers to the top 10 HSA questions. We will continue to bring you answers to top HSA questions.

This post is part of our ongoing series of articles related to the top questions about...