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HSA Insights

Save for today. Invest for tomorrow.

How to Make the Most of an HSA in 2018

According to a recent study done by Fidelity, 54% of the individuals polled said they plan to use 2018 to save for long-term goals. At…

Author: Ginny Latham

HSA Tax Tips: What Your Clients Need To Know

With 2018 right around the corner, we’re providing some important HSA tax tips to make sure your clients are prepared for tax season when it…

Author: Ginny Latham

What Happens To Your HSA When You Die?

It’s a question many of us wonder about, but few people ask. And does it really matter? To your spouse and heirs, it might. There…

Author: James Denison

Three Reasons Millennials Should Care About HSAs

Let’s face it – there are a lot of things competing for your cash these days. Student loans, a house down payment, home repairs and…

Author: James Denison

HSAs Well Poised For Future Benefit Packages

In June, I attended the 70th annual Plan Sponsor Council of America (PSCA) conference. The PSCA is celebrating 70 years of caring for employees and…

Author: James Denison

High Deductible Health Plans and HSAs: Motivating Participants To Think Like Consumers

Health savings accounts (HSAs) continue to grow in popularity. For many employers and employees, it’s not a question of if they should have an HSA…

Author: James Denison

IRS Form 5498s Now Available

The IRS Form 5498 is used to report contributions made to a health savings account (HSA) for a specific tax year. Form 5498s for the…

Author: Ginny Latham

How The Recently Passed House Bill Would Impact HSAs

The American Health Care Act recently passed in the House would be good news for health savings account (HSA) owners; however, as written, the bill may…

Author: James Denison

IRS Announces 2019 Contribution Limits

The Internal Revenue Service has announced the 2020 HSA contribution limits. 2019 HSA Contribution Limits Single: $3,500 Family: $7,000 Catch-up Contribution: $1,000 2020 HSA Contribution…

Author: Ginny Latham

House Republican Plan Would Match HSA Contribution Limits with HDHP Out-of-Pocket Caps

In response to Obamacare, House Republicans revealed their proposed American Health Care Act on March 7, 2017, and the bill includes boons for health savings…

Author: James Denison


The IRS has extended the tax deadline from April 15th to July 15th. Individuals may continue to make 2019 HSA contributions through July 15, 2020. Read more about Covid-19