PPT-Winning with an HSA Winning with an HSA

2 Why HSAs Easy win in todays complex health care system Save now Lower monthly insurance premiums HSA deposits arent taxed Typically lowers income tax liability Save for the future. - A Full System Emulator for HSA Platform. Prof. . Yeh-Ching. Chung. System Software Laboratory. Department of Computer science . National . Tsing. . Hua. University. 1. Outline. Introduction to HSA. 2014 Employee Health Benefits. Medical Plan Changes. Single plan offering: a High Deductible Health Plan (HDHP) with a Health Savings Account (HSA). Spouses excluded if eligible for employer-sponsored coverage, Medicare, or . 1 . C. orinthians 9:19-27. The Winning Formula. Know what it takes to . win . (v19-23. ). The Winning Formula. Know . what it takes to win . (v19-23. ). Victory = sharing the gospel effectively with as many people as possible. One thing that I often do is play games. . I . like playing all kinds of games. .. The goal to playing games is to win. .. Winning is fun, and it can make me feel happy, proud and special.. Unfortunately only 1 person or 1 team can usually be the winner.. Nothing in this communication is intended as legal, tax, financial, medical or marital advice. Always consult a professional when making life changing . decisions. It . is the members' responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted. . Health savings accounts (HSAs) are individual accounts offered by Optum Bank®, Member FDIC, and are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. Investments are not FDIC-insured, are not guaranteed and may lose value. State taxes may apply. Fees may reduce earnings on account. The information contained in this presentation is not intended as legal, investment, or tax advice. It is supplied for general educational purposes and with the understanding that Optum does not provide legal, investment, or tax advice. Please contact a competent legal, investment, or tax professional for personal advice on eligibility, investing, tax treatment and restrictions. State taxes may apply. Fees may reduce earnings on account. Federal and state laws and regulations are subject to change. . HSA educational series. 2. HealthEquity. webinar series:. Health savings account basics. Tips to maximize your HSA savings. HealthEquity member portal overview. www.healthequity.com/webinars. HealthEquity. 2. HealthEquity webinar series:. Health savings account basics. Tips to maximize your HSA savings. HealthEquity member portal overview. www.healthequity.com/webinars. Winning with an HSA. 3. HealthEquity, Inc., does not provide legal, tax, financial or medical advice. Always consult a professional when making life changing decisions. . This presentation is adopted from a presentation made in an advanced tax planning class as part of the curriculum for my Master’s in Tax & Financial Planning at San Diego State University. Although it highlights many of the HSA basic concepts, it is actually designed to focus on a little known “secret” behind the HSA plan—the ability to by-pass the 7.5% AGI limitation required before most people can ever deduct any of their medical expenses. I hope you enjoy!. Alan Costelloe.. Senior Inspector SIU. Regulatory Investigation Conference - 20th October 2017. Outline of presentation. Give a flavour of HSA accident investigation . Main activities. Sample scenarios. decisions. It . is the members' responsibility to ensure eligibility requirements as well as if they are eligible for the plan and expenses submitted. . No soliciting. No recording. No . photography. No . Maximize your HSA opportunity. 2. Save now:. Lower monthly insurance premiums. HSA . contributions . aren’t taxed. Qualified medical expenses are tax-. free. 1. Save for the future:. HSA funds roll over year after year. The balance in your HSA is insured by the Federal Deposit Insurance Corporation FDIC Account Holder Information x0000x0000iiwVViiiV-VVivx0000First NameMILast NameSocial Employee ID and Employer if app SOF HSA FAQ v5.22 855.824.9284 Page 2 855.824.9284 Can I use the money in my HSA to pay for medical care for a family member? Yes. You may withdraw funds to pay for quali�ed medical expe