Tag: learning center

HSA Rollover

Rolling Over Your HSA

The HSA Rollover. It sounds complicated, taxing and just plain frustrating. We will cover why Lively can eliminate all of these pains later, but rolling over your HSA to a new provider can provide lower fees, more enriched investment offerings and of course all the long-term value that comes with those features. Let us show you how to roll over your HSA.

“Rolling Over Your HSA”

HSA Investment Fees

HSA Investment Fees

HSAs have only been around since 2004, yet traditional financial institutions burdened them with hidden fees from the onset.  Even newer, HSA investments share the same fate. HSA investments can be riddled with hidden fees that can limit your investment growth and financial returns. Not all HSAs or HSA investments are created equal, let us show you what to look out for to make the most of your HSA investment.

HSA Guidelines

HSA Account Guidelines

HSA account guidelines change year to year, but don’t worry we will keep you updated on all IRS guidelines. See current HSA guidelines for 2017 below so you can make the most of your health savings account.

HSA and Retirement

HSAs and Retirement

Retirement healthcare costs are expected to exceed $275,000 per couple. This is on top of existing Medicare coverage. An HSA is the only health saving vehicle that allows individuals and families to prepare for these long-term health costs.

How to Open an HSA

How to Open an HSA

HSAs are a great health savings vehicle. Use them for expected and unexpected expenses this year and for years to come. Here is how to open an HSA and get started.

HSA Fees

Hidden HSA Fees

HSAs are a clear way to save money for your health, both for short-term and long-term expenses. Their triple tax advantages and automated payroll deductions create such an easy and obvious way to save tax-free dollars. Once you set up an HSA you are set to save month after month; money you can use today or save for retirement.


What is an HRA?

An HRA or Health Reimbursement Account (and sometimes known as a Health Reimbursement Arrangement) is an employer-funded health account for out-of-pocket medical expenses.

“What is an HRA?”


What is an FSA?

Another day, another acronym. Enter the FSA. We love all things health account related, FSA included. Let us help you understand the details of your Flexible Spending Account.


What is an HSA?

At Lively, we live and breathe all things health accounts and HSA related, but you might not and why should you, you have better things to do! We want to help you save time, so let us give you the simple and straight forward details regarding HSAs (health savings accounts).

“What is an HSA?”