Over the last ten years, Health Savings Accounts (HSAs) have seen explosive growth. HSAs will only continue to grow and their application will be used in many retirement and health plans in the future. 2019 Health Savings Accounts Facts lets you seize the opportunities this growth presents, while avoiding both frequent--and less frequent--complications, problems, and mistakes.
The time-saving Q&A format means that we have the questions clients ask--connected directly to the answers you need--all based on the author's extensive experience in this rapidly growing field. With over 800 questions, this book is the clear, concise, and comprehensive, single-source guide that enables you to immediately engage in real-world advising.
This resource saves professionals significant time searching numerous references for hard-to-find answers, because it puts this vital, and valuable information all in one place:
- HSA eligibility
- Contribution limitations
- HSA deductions
- Tax reporting
- Employer contributions
- Comparability testing
- Testing periods
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2019 Health Savings Accounts Facts also includes regulatory materials, HSA worksheets, HSA forms, and numerous other charts, graphs, and checklists that clearly illustrate key topics.
The 2019 edition of Health Savings Accounts Facts has been fully revised, featuring:
- Updates to reflect changes in HSA rules and regulations
- More examples and planning points than past versions that break down and explain complicated HSA concepts
- New HSA forms issued by the IRS and created by the author to meet the increasingly creative ways HSAs are used
- New QSERA law questions, which helps provide small businesses with HSAs
- Inflation adjusted numbers for HSA limits
The product of years of real-world advising, 2019 Health Savings Accounts Facts is the one resource all insurance agents, accountants, financial advisors, attorneys, TPAs, and employee benefits & HR professionals need to confidently answer HSA questions with authority and certainty.
