Navigating the intersection of Health Savings Accounts (HSAs) and Medicare is crucial for those nearing eligibility. Proper planning can help you avoid penalties and maintain tax advantages, ensuring ...

Help them schedule their HSA exit well to enjoy the benefits of Medicare. That way, when it comes to HSA and Medicare, your clients get the best of both worlds.

Lively, Inc., a top-rated health and lifestyle benefits platform* known for building the modern Health Savings Account (HSA), ...

The number of HSA accounts grew from 30.2 million in 2020 to 37.4 million in 2023, with the largest jump of 3 million from 2021 to 2022. Although this growth is encouraging, it also highlights the ...

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This sweeping tax and spending package affects large ...

Your annual HSA contribution limits depend on your coverage type. For 2025, people can contribute up to $4,300, while anyone with family coverage can add up to $8,550. If you’re 55 or older, you ...

Myth 1: Our HSA solution is fine because employees aren't complaining Many companies assume that employees are happy with their HSA because they are not actively voicing dissatisfaction with the ...

4. Your HSA can supplement your retirement savings One of the most interesting features of a health savings account is that the money in your account can be used for any reason after you turn 65 ...

Unfortunately, there are limitations on HSA contributions and participation. These accounts were meant to cover out-of-pocket costs, so account holders must be enrolled in a high deductible health ...

No. 4: Your HSA can potentially be part of an early retirement strategy Once you have established your HSA, you can take money out of the account for any medical expense you have from that time on ...

But unlike an HSA, an FSA is a "use it or lose it" plan, meaning that you must spend your funds each year or lose them, you can roll over your HSA contributions from year to year and continue to save.

2. Money in an HSA can be invested Despite the name, a health savings account isn't just a place to park money until you are ready to spend it on healthcare costs. While it can certainly be used ...