Health Savings Accounts



Product Image Item Name- Price
Trump’s Impact on HSAs

Trump’s Impact on HSAs

Presented by: Whitney Johnston Add CD-ROM to Cart: Or If the Trump administration focuses on Health Savings Accounts as it has promised to do,...
$295.00

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HSA Worksheets Package

HSA Worksheets Package

HSA Worksheets Package - includes all HSA Owner and Employer Worksheets- 13 in all (save 50% off list price). The following Worksheets are included...
$325.00

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HSA Legal Documents Package

HSA Legal Documents Package

HSA Legal Documents Package- includes all HSA Owner and Employer Legal Documents- 10 in all (save 30% off list price). The following Documents are...
$249.00

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HSA Website Package

HSA Website Package

HSA Website Package Package Price includes (see package details): HSA Website with financial institution logo, All Worksheets and Tools (no financial...
$999.00

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HSA Eligibility and Contribution Worksheet

HSA Eligibility and Contribution Worksheet

This worksheet covers the complex rules of eligibility for an HSA and how much can be contributed. The worksheet includes catch-up contribution...
$49.00

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HSA Tax Savings Worksheet

HSA Tax Savings Worksheet

This Worksheet details how much you can save in taxes using an HSA. The worksheet also explains how you get the tax deduction and the different...
$49.00

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HSA Distribution Worksheet

HSA Distribution Worksheet

This Worksheet explains all the eligible medical expenses plus other permissible reasons to tap into your HSA. The list is long and tough to remember...
$49.00

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IRA to HSA Worksheet

IRA to HSA Worksheet

This Worksheet explains the rules for moving money from an IRA to an HSA. Thest steps are difficult to explain correctly or quickly. Let the...
$49.00

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HSA Testing Period Worksheet

HSA Testing Period Worksheet

This Worksheet explains the Testing Period rules. The “testing period” rules are ugly. Stay away from this tricky area but still provide...
$49.00

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Turning 65 Worksheet

Turning 65 Worksheet

This worksheet is designed to educate HSA owners reaching age 65 on three key changes to their HSAs: (1) making withdrawals penalty free, (2) paying...
$49.00

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