Heath Savings Account (H.S.A.) Updates & Reminders

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It’s a tax-friendly account set up with a qualified financial institution for the purpose of:

  • Saving for future medical expenses
  • Paying qualified medical expenses with before-tax dollars

In order to Enroll into a H.S.A. Account

  • You must be enrolled in a High Deductible Health Plan
  • You may not have other health coverage (some exceptions)
  • You may not be enrolled in Medicare
  • You may not be claimed as a dependent on someone else’s tax return