Get prepared for tax time

HSA questions, HSA record keeping, Form 8889, Form 5498

Tax season doesn’t have to be panic-inducing. This year you can turn tax crunch time into a stress-free zone by gathering the health savings account (HSA) forms and statements you need in advance. Whether you have questions...

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Qualified medical expenses

HSA, Employers, qualified medical expenses, HSA record keeping, non-qualified medical expense, IRS

A health savings account (HSA) is one of the most advantageous ways to save money for the future, including for retirement. Its primary purpose, however, is to help accountholders save and pay for current or future healthcare...

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