HealthEquity Health Savings Account

HSA Health Savings Account An HSA lets you save money for future healthcare costs while also saving on taxes. How? HSAs are the only benefit with a 1 triple-tax advantage: Tax-free contributions. Tax-free account growth. And tax-free spending on HSA-qualified expenses. It’s your healthcare emergency safety net. No use-it-or-lose-it rule, HSAs rollover every year Available tax-free investing, just like a 401(k)2 Requires an eligible high-deductible health plan (HDHP) Don’t tax your money. Spend tax-free. Max your money. There are thousands of HSA-qualified Get $20 tax savings for every $100 you contribute.3 expenses. Here are just few: HSA Tax-free • Medical • Dental • Vision No HSA Taxed • Pharmacy • Over-the-counter 2025 HSA Contribution Limits (OTC) medications • Mental health services $4,300 $8,550 • Lab fees Individual plan Family plan Members 55+ can contribute an extra $1,000. See how much you can save. HealthEquity.com/Learn/HSA 1HSAs are never taxed at a federal income tax level when used appropriately for qualified medical expenses. Also, most states recognize HSA funds as tax-deductible with very few exceptions. 2 Please consult a tax advisor regarding your state’s specific rules. | Investments made available to HSA members are subject to risk, including the possible loss of the principal invested, and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. | 3Example for illustration only. Estimated savings are based on an assumed combined federal and state income tax bracket of 20%. Actual savings will depend on your taxable income and tax status. HealthEquity does not provide legal, tax or financial advice. Copyright © 2024 HealthEquity, Inc. All rights reserved. OE HSA Standard Flyer 5.14.2024