Change of Status

How a Mid-Year Change of Status Affects HSA Contributions

“greater of” provision of the Full-Contribution rule, an HSA-eligible individual who has a mid-year status change will have his new annual contribution limit determined by whichever of the following two…

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Health Savings Account FAQs

Health Savings Account FAQs

…their tax-free status, HSA funds must be used for qualified medical expenses as described in Section 213(d) of the Internal Revenue Service. These include a wide variety of medical services,…

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How Much Should I Contribute To My HSA?

…allows you the flexibility to change as your financial needs change. How Much Should I Contribute to My HSA: Other Factors to Think About What else should you consider when…

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FSA vs HRA vs HSA

FSA vs HRA vs HSA – What are the Differences?

Designed to help offset the high cost of medical care Enables individuals to take control of their personal healthcare needs Permits tax-advantaged contributions While they have several significant similarities, each…

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HSA vs FSA – Breaking Down the Differences

or when your employment status changes. Both offer valuable benefits, some of which overlap. But when comparing the benefit accounts, they differ from one another in several important ways. Comparing…

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National Advisors Trust

year. Even if your employment status changes, the money in the account is yours to keep. Flexibility: You can change the amount you want to invest and the way the…

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Connections 2019 Survey

new format? Which of the following were your FAVORITE sessions? Choose up to THREE (3). Andrew Kerr – Humble Leadership and Change Management Workshop John Hickman – Legislative and Regulatory…

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2019 FSA Contribution Limits

IRS Announces 2019 FSA Contribution Limit Increase

$7,000 $6,900 Out-of-pocket expense limits (maximium) $13,500 $13,300 Annual deductible(minimum) $2,700 (no change) $2,700 DataPath, Inc. is a leading provider of cloud-based benefits administration solutions for Flexible Spending Accounts, Health…

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Cadillac tax

Cadillac Tax in Limbo Until 2022

(IRS). Pros and Cons of the Cadillac Tax Supporters of the tax contend it will generate much-needed revenue streams to support the cost of paying for ACA. Many also believe…

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