Health Savings Accounts (HSAs)

This handout discusses the provisions of Health Savings Accounts (HSAs). The rules and limitations are explained.

HIGHLIGHTS: 

  1. Qualifying for an HSA.

  2. Spousal HSAs.

  3. High deductible health plans (HDHP).

  4. Family HSAs.

  5. HSA limitations.

  6. Distributions from HSAs.


CLIENTS WHO MAY BENEFIT:

  1. Newly eligible participants of HSA plans.

  2. Individuals who are shopping for health insurance.