206 results for "HSA"

HSA

Health Savings Account Rules

Health Savings Accounts (HSAs) are great tools you can use to pay for qualified medical expenses. With the fantastic tax benefits and portability these accounts offer you should consider opening one if you qualify. Let’s go over a few of the most common rules that apply to HSAs. What Insurance Plans Qualify? The first question...

HSA

What Happens to My HSA If I Die?

Estate planning and understanding is about as much fun as waiting in line at the DMV. However, understanding how to structure your accounts to minimize taxability for your benefactors ensure that more of your money becomes theirs. We will review the IRS tax structures and how they impact your HSA funds when you die.

HSA

How to Make the Best Choices During Open Enrollment

Open enrollment is upon us. In the past, when you started a new position, you could choose your benefits and simply re-up each year. Nowadays, companies keep a close eye on how to maximize their spending, so they make changes to their benefits from time to time. This means it’s vital to review your current...

HSA

No-Fee HSA

We are proud to announce that today we have eliminated all HSA fees for individuals and families. This includes any fees to access investments in their HSA. This makes Lively a truly no-fee HSA for eligible consumers. Back in October, we announced our $11M Series A financing. At that time, we promised to invest the time,...

HSA

How to Keep HSAs Exempt from ERISA

As a business owner, you know there are rules to protect your employees. If you don’t follow these regulations, you may have to answer to your city, state, or the federal government. One federal law — the Employee Retirement Income Security Act of 1974 or ERISA for short — keeps an eye on your company’s...

HSA

Five Tips While Checking Your HSA Beneficiary Form

Estate planning may be one of the least enjoyable aspects to wealth management – does anyone enjoy thinking about their demise? – and yet arguably one the most important.  Individuals can spend a lifetime building potentially life-altering sums of money, and yet by overlooking a few estate maintenance items can significantly increase their estate tax...