Life Changes and HSAs: How to Advise Employees Turning 65

What to know when you turn 65 with an HSA

With every age comes new milestones and turning 65 is no different. Many of your team members might start thinking about retirement at this age, and even if an employee is still actively working at 65, if they have a health savings account (HSA), there are several new rules and regulations they should be aware…

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Tips for Navigating Life Changes with HSAs

Tips for navigating life changes with an HSA

Big life events such as marriage, the birth of a child, or retirement are often some of the most exciting times in life — but can also create challenges. Details like obtaining a marriage certificate or setting up a nursery are important, but it’s just as crucial to think about changes to health insurance to…

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What Medicare Means for HSAs

Couple enjoying retirement

Many of us look forward with anticipation to – or backward with fond memories of – life’s rites of passage: getting a driver’s license at 16, voting at 18, full legal benefits at 21. But, Medicare eligibility at 65? Perhaps not. However, as Americans remain in the workforce longer, many of your clients probably have…

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How to Turn an HSA into a Retirement Pot o’ Gold

rainbow over a field

It’s that time of year when everyone is thinking about that lucky leprechaun and his Pot o’ Gold. At Further, we’re thinking about gold a little bit differently. With a health savings account (HSA), you can start planning now for your own Pot o’ Gold to be waiting for you when you retire. If you…

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