HSAs

The agency is also looking for feedback on the guidance by next March.

DOJ clipped; seven years of Wayfair; the true reason to change the IRC; and other highlights from our favorite tax bloggers.

The Internal Revenue Service announced the inflation-adjusted amounts for health savings accounts in 2026.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that advisers can use to highlight the value of HSAs.

The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Projected brackets; the remote debate; relief and refunds; and other highlights from our favorite tax bloggers.

Tax targets; getting creative; one SALT workaround; and other highlights from our favorite tax bloggers.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

Some companies are misrepresenting when food and wellness expenses can be paid for by FSAs, HSAs and other health spending plans.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

More working Americans have a health savings account, but many are not using them to their fullest potential.

The IRS has raised the amounts for 2024 in response to inflation.

The service lays out what can — and what can't — be paid for with medical savings accounts when it comes to nutrition, wellness, general health and more.