On February 4, 2016, Sen. Orrin Hatch (R-UT) and Rep. Erik Paulsen (R-MN) introduced legislation (click on the bill numbers for the legislative language and other pertinent information: S. 2499 / H.R. 4469) that the HSA industry considers the “gold standard” for changes to the HSA program. This is the third in a series of…
Part I: Hatch-Paulsen “Gold Standard” HSA Bill Summary
On February 4, 2016, Sen. Orrin Hatch (R-UT) and Rep. Erik Paulsen (R-MN) introduced legislation (click on the bill numbers for the legislative language and other pertinent information: S. 2499 / H.R. 4469) that the HSA industry considers the “gold standard” for changes to the HSA program. Over the next several weeks I will post…
“Mr. HSA” 2017 HSA Number Projections
As many of you know, I track the data needed to make inflation adjustments for Health Savings Accounts from one year to the next. I have accurately predicted the annual adjustments by the Internal Revenue Service for the past 10 years. With the recent release of the December inflation figures by the Bureau of Labor…
Prepare for Medical Expenses in Retirement
Several recent articles (here’s one) have suggested that perhaps the company retirement plan is not necessarily always your best choice for putting aside money for the future. That’s partly because many Americans don’t know how to assess their future needs for medical care despite warnings from Fidelity and others that we should be prepared for…
