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Independent Living Costs and Ways to Pay

Benefits November 18, 2021

You're in good company if the thought of moving into an independent senior living community tempts you from time to time, but you dismiss it with the thought that it's out of your reach financially, or that you don't yet need the services offered. But, as with any important life decision, you do yourself a disservice when you make assumptions rather than investigating for yourself.

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Will The Distribution From My HSA Be Tax & Penalty-Free?

Benefits February 16, 2021

An HSA account is one of the most tax-efficient savings accounts available to investors. While many of the distribution rules are straightforward, there are several factors and exceptions that should be considered before you take a distribution from your HSA

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Can I Make a Deductible Contribution to My HSA?

Benefits July 14, 2020

HSA contribution rules seem pretty straightforward at first. However, the rules become complicated in years when there will be a change to coverage. Perhaps you are moving from individual to family coverage, or you are leaving your health plan, or are starting Medicare. It's at those times that the HSA contribution rules can become confusing.

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