HSAs
HSA news and analysis, along with coverage of flexible spending arrangements, traditional health reimbursement arrangements, QSEHRAs, ICHRAs and new account types.
IRS Releases 2025 Contribution Limits for HSAs
By Melanie WaddellThe agency has adjusted HSA and HRA limits for inflation.
April 23, 2024
DOL Changes Fiduciary Rule Advice Definition ScopeThe new "investment advice fiduciary" definition excludes sales pitches and investment education.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 09, 2024
Dental Costs Account for 15% of Consumers' Health Spending: LivelyThe HSA firm found something surprising about out-of-pocket spending patterns.
March 22, 2024
3 Ways to Help Clients Minimize 2023 Tax Liability NowThe year has been over for months, but there are still ways to help.
March 20, 2024
HSA Planning After 55: What Your Clients Might Not KnowWhile most employees are familiar with the account's tax benefits, issues specific to older workers are often ignored.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.
January 22, 2024
Medicare's IRMAA: Avoiding Post-Retirement Sticker ShockFor some retiring clients, avoiding the surcharge could be as simple as filling out a form.