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Education & Awareness

Education & Awareness.

Uncategorized

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Health

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Practical guide

HSA Rollover vs Transfer: Avoid the IRS Penalty

Published on July 15, 2026

Moving your HSA funds incorrectly can trigger a 20% IRS penalty. Learn the 2026 rules for rollovers and transfers to protect your tax-free healthcare savings.

Practical guide

FSA-Eligible OTC Items: What You Can Buy

Published on July 15, 2026

Maximize your FSA! Discover what over-the-counter items are eligible for purchase in 2026 and avoid forfeiting your pre-tax health dollars.

Practical guide

Limited Purpose FSA: When It Makes Sense

Published on July 14, 2026

Boost your tax savings with a Limited Purpose FSA in 2026. Discover how this specialized account works with your HDHP to cover specific medical costs.

Practical guide

How to Use FSA Funds Before Year-End

Published on July 13, 2026

Don't lose your Flexible Spending Account dollars! Discover smart strategies and eligible expenses to use your FSA funds before the 2026 deadline.

Practical guide

HSA After 65: What Changes and What Stays

Published on July 12, 2026

Turning 65 in 2026 changes how you use your HSA. Learn the new Medicare enrollment rules, tax-free withdrawal options, and how to avoid costly IRS penalties.

Practical guide

FSA Grace Period vs Carryover: Avoid Losing Funds

Published on July 11, 2026

Don't let your 2026 FSA balance vanish. Learn how grace periods and carryover limits protect your pre-tax savings from the IRS use-it-or-lose-it rule this year.

Consumer Protection

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Economy

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