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How does medicare enrollment affect HSA eligibility / (Record no. 10288)

MARC details
000 -LEADER
fixed length control field 01345nam a22001697a 4500
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20250301115310.0
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 250301b ph ||||| |||| 00| 0 eng d
022 ## - INTERNATIONAL STANDARD SERIAL NUMBER
International Standard Serial Number 0021-8448
040 ## - CATALOGING SOURCE
Transcribing agency OCT
100 ## - MAIN ENTRY--PERSONAL NAME
Personal name Long, Kelley
240 ## - UNIFORM TITLE
Uniform title Journal of Accountancy /
Medium December 2025
245 ## - TITLE STATEMENT
Title How does medicare enrollment affect HSA eligibility /
Statement of responsibility, etc. Kelley Long
300 ## - PHYSICAL DESCRIPTION
Extent Vol 239 (2) pages 28-34 :
Other physical details illustrations ;
Dimensions 27 cm
500 ## - GENERAL NOTE
General note Americans age 55 and over hold an eatimated $52 billion in their health savings accounts (HSAs), according to HSA investment company Deve-nir's most recent research.<br/>It's no surprise that as clients approach Medicare enroll-ment, they are increasingly interested in continuing to fund their HSAs to provide for current and future health care expenses.<br/><br/>Unfortunately, the guidance on how HSA contribution rules intersect with Medicare enrollment is limited, with many clients receiving conflicting answers from their HSA providers, Medicare and Social Security representatives, and even their own tax professionals.The purpose of this article is to provide clarity on three of the most common questions that JofA readers have been asking in response to a prior article, "Medicare's Tricky Rules on HSAs After Age 65," JofA, July 1, 2021.
650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Personal financial planning
942 ## - ADDED ENTRY ELEMENTS (KOHA)
Source of classification or shelving scheme Dewey Decimal Classification
Koha item type Continuing Resources
Suppress in OPAC No

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