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HSA Guide

What is an HSA? A Comprehensive Guide to Health Savings Accounts

Published August 2, 2024

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Health Savings Accounts (HSAs) are financial accounts that offer individuals a tax-advantaged way to save for qualified medical expenses.

Here's everything you need to know about HSAs:

Benefits of an HSA:

  • Contributions are tax-deductible
  • Withdrawals for qualified medical expenses are tax-free
  • Unused funds roll over year to year

Eligibility:

  • Must be enrolled in a high-deductible health plan (HDHP)
  • Cannot be claimed as a dependent on someone else's tax return

Contribution Limits:

  • 2021 limits are $3,600 for individuals and $7,200 for families
  • Individuals 55 and older can make catch-up contributions

HSAs offer flexibility, control, and potential long-term savings for healthcare expenses. Consider opening an HSA to take advantage of its benefits.

Health Savings Accounts (HSAs) are not just financial tools; they are a smart way to proactively manage your healthcare costs while enjoying significant tax benefits.

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