000 01345nam a22001697a 4500
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022 _a0021-8448
040 _cOCT
100 _aLong, Kelley
240 _aJournal of Accountancy /
_hDecember 2025
245 _aHow does medicare enrollment affect HSA eligibility /
_cKelley Long
300 _aVol 239 (2) pages 28-34 :
_billustrations ;
_c27 cm
500 _aAmericans 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. 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. 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 _aPersonal financial planning
942 _2ddc
_cCR
_n0
999 _c10288
_d10288