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Retirement Planning
Chapter 13: Employee Benefits & Fringe Benefits/HSAs (2025)
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Chapter 13: Employee Benefits & Fringe Benefits

HSAs (2025)

01.Core Concepts

HSA Any Individual with a high deductible health plan Available to Family Single At least $3,300 At least $1,650 Health Insurance Deductible $16,600 $8,300 Maximum Out-of-Pocket $8,550 $4,300 Maximum Contribution Yes $1,000 Catch-Up Contribution Available Ordinary income tax, plus 20% penalty if owner is < 65 Penalty for Nonqualified Expenditures