3 reasons to invest your HSA dollars

HSA, HSA investing, tax savings, retirement, health savings

Whether you have health insurance through your employer or another organization, you’re likely already familiar with a health savings account (HSA)—a specific type of savings account that lets you set aside money for qualified...

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How prioritizing HSA education can help employees save for the long term

HSA, HSA investing, retirement, employees

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 cost,...

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How to retire younger using an HSA

HSA, HSA investing, tax savings, 401(k)

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 York...

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Ensuring your HSA investments work for you

HSA, HSA investing

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 because...

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5 ways to get your employees excited about HSAs

HSA, Employers, HSA investing, HSA contributions, HSA spending

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...

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How to position consumer directed healthcare and HSAs with your employees

HSA, Employers, HSA investing, tax savings, HSA questions

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...

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What fees reveal about your HSA provider

HSA, Fees, HSA investing, HSA questions, HSA fees

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...

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Three things you should know about HSAs - Part 2: Growing your HSA funds

HSA, HSA investing, HSA questions, HSA contributions

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,...

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HSAs remain a valuable tax-saving option

HSA, HSA investing, HSA questions, HSA fees

“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...

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Updated April 26, 2018: IRS adjusts HSA contribution limit for family plans

HSA, HSA investing, HSA questions, HSA fees

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...

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