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Tag: Health Savings Accounts (HSAs)

HSA and Medicare: The Rules That Trip Up Retirees

A health savings account is one of the most tax-friendly accounts in the tax code, but the rules change the moment Medicare enters the picture. The short version: once you have any part of Medicare, you ...

HSA and Medicare: What You Can (and Can’t) Do With Your Account

You spent years building up a health savings account. Now Medicare is on the horizon, and you’re wondering what happens next. The short answer: you can’t add to it once you’re on Medicare, but you can ...

Turning 65? Five Things That Change

A handful of ages give you the right, or the obligation, to do something new: 18, 21, 59½, and 65. Age 65 unlocks the most. Miss what happens at each step and you can leave real ...