The Lively Blog

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How to Make Coming Back to the Office More Attractive to Employees

Lauren Hargrave · June 10, 2024 · 10 min read

How the right mix of employee benefits, including pre- and post-tax commuter benefits and Lifestyle Spending Accounts, can create a positive work culture.


Financial Health

What is Tax Form 5498?

Lauren Hargrave · June 5, 2024 · 6 min read

If you’re the owner of an HSA, sometime in May (at least by June 1st) you will receive Tax Form 5498 from the trustee or administrator of your account. You may panic, because it looks like something that you should have submitted with your income taxes. Fear not, this form is only for your informational purposes.

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Best Benefits to Offer to Your Employees

Lauren Hargrave · June 3, 2024 · 9 min read

There are many flexible workplace benefits to choose from. Here, you’ll discover what the top seven benefits are to offer to your employees.


Financial Health

What is IRS Tax Form 1099-SA?

Lively · June 3, 2024 · 7 min read

When you open a health savings account (HSA), it's hard to imagine your small deposit growing into a sizable stash. But routine savings paired with investing adds up faster than you may expect. And before you know it, there could be ample funds to draw from when you need them.

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Health Savings Accounts

Top 10 Reasons to Open a Health Savings Account

Lauren Hargrave · May 30, 2024 · 6 min read

Considering opening a health savings account but unsure if you should? Here are 10 reasons why!

eight key facts about COBRA


8 Key Details You Should Understand About COBRA

Lauren Hargrave · May 20, 2024 · 7 min read

COBRA provides important insurance coverage for people who have recently lost a job. Learn eight key details here.

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2024 and 2025 HSA Maximum Contribution Limits

Lively · May 9, 2024 · 3 min read

On May 9, 2024 the Internal Revenue Service announced the HSA contribution limits for 2025. For 2025 HSA-eligible account holders are allowed to contribute: $4,300 for individual coverage and $8,500 for family coverage. If you are 55 years or older, you’re still eligible to contribute an extra $1,000 catch-up contribution.

comparing hsa versus fsa


What is the Difference Between a Flexible Spending Account and a Health Savings Account?

Lauren Hargrave · February 9, 2024 · 12 min read

A Health Savings Account (HSA) and Healthcare Flexible Spending Account (FSA) provide up to 30% savings on out-of-pocket healthcare expenses. That’s good news. Except you can’t contribute to an HSA and Healthcare FSA at the same time. So what if your employer offers both benefits? How do you choose which account type is best for you? Let’s explore the advantages of each to help you decide which wins in HSA vs FSA.

Benefits of HSA employer matching

Health Savings Accounts

Ways Health Savings Account Matching Benefits Employers

Lauren Hargrave · October 13, 2023 · 7 min read

Employers need employees to adopt and engage with their benefits and one way to encourage employees to adopt and contribute to (i.e. engage with) an HSA, is for employers to match employees’ contributions.

Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.



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