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Health Savings Account

Triple-tax-advantaged savings paired with HDHPs.

HSA-compatible plan design with employer or employee contributions — funds grow tax-free and roll over year to year.

Why it matters

  • Triple tax advantage
  • Funds roll over
  • Investable balance
  • Portable at termination

Typically included

  • · Qualified medical expenses
  • · Dental & vision
  • · Some long-term care premiums

Usually not included

  • · Non-qualified expenses (penalty applies before 65)
FAQ

Questions we hear about Health Savings Account.

Who can contribute?+

Anyone enrolled in an HSA-qualified HDHP and not enrolled in Medicare.

What are the 2026 limits?+

We'll share current contribution limits during your enrollment meeting.

Get a Health Savings Account quote today.

Two-minute form. Same-day response from a real local agent.

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