HSA Tax Form Check List

Tax season is right around the corner. In order to help you get prepared, Lively has provided this checklist to help with all the HSA tax information you will need.

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HSA Tax Check List
HSA and Taxes

What to Expect: HSA & Taxes

Need some help? Lively is here to dissect the complexity of your HSA tax obligations. We will help showcase key requirements you need no matter if you this is your first year with an HSA, have multiple HSAs, or transferred your HSA to a new provider.

“What to Expect: HSA & Taxes”

Adult Children HSA

Non-Dependent Children Can Now Open a Separate HSA

When the Affordable Care Act (2010), went into effect it included a provision that children be allowed to remain on their parent’s health insurance plan until the age of 26. This created a unique HSA provision that allowed those individuals to open an HSA (and contribute) as long as they are no longer a tax dependent. This is an incredible opportunity for young individuals to create a long-term health savings vehicle that you can use or invest for their entire lives.

“Non-Dependent Children Can Now Open a Separate HSA”

Maximize Tax Savings

Maximize Tax Savings for 2017

Keeping more of your money is always a good thing. An HSA can help you maximize your tax savings to save more or invest more money for your financial health future. Understanding HSA tax implications, contribution limits and date requirements are the first steps to ensuring you can maximize your tax savings in 2017. From there, you can work with a certified tax or financial professional to best optimize your HSA funds along with other tax vehicles to save the most tax-free money in 2017.

“Maximize Tax Savings for 2017”

2017 HSA Year in Review

2017 HSA Year in Review

2017 has come to a close, and at first look, it was a record-breaking year for HSA growth. While there were no new policy or tax changes to the HSA this year, besides the slight increase in contribution limits for 2018, the value of the HSA, coupled with the growth of HSA-eligible plans like a high deductible health plan (HDHP), is driving HSA adoption to new levels.

High-Deductible Health Plans (HDHP) can be like the monster under the bed. You need one to qualify for a Health…

3 High Deductible Health Plan (HDHP) Monsters To Watch Out For
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