Tax season is coming. If you have a Health Savings Account (HSA), you’re probably already aware of the great tax benefits that come with it. But there are also some key HSA tax forms you should be aware of so you can make sure you have your finances in order before April 15.

How do you explain a CDHP to clients for the first time? The first step is likely to search for definitions and the essential requirements, rules, and facts. That takes time away from building your book of business. To help cut down on the time spent gathering the essentials of CDHPs, we’ve created this quick-reference visual guide.

Health savings accounts can be a great way to save money, but they do have some particular rules you have to follow. If you go over HSA contribution limits for the year, that money is considered an excess contribution. There are a few ways to deal with excess contributions, so you can choose the right option for your situation.

If you’re qualified, you can open an HSA account anytime. Once you have an HSA, you can contribute pre-tax money, grow your investment tax free, and use funds for qualified medical expenses tax free. That makes an HSA triple tax advantaged, and it’s one of the reasons HSAs are so great for people looking to save money. Learn how to open one today.

If you’re unsatisfied with your current HSA custodian, you can roll it over to a new provider. That process might sound complicated, taxing and just plain frustrating. But in the right scenario, it can give you the chance to access lower fees, a wider variety of investment offerings and more.

As medical costs continue to rise, many people are looking to save money wherever possible. Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are both tax-advantaged accounts that can help you save money on qualified medical expenses. But there are some key differences when comparing HSAs vs. FSAs that you need to know before you open an account.