www.naviabenefits.com
Note: LBG Advisors does not manage/select these investments
Please contact: Navia/Wealthcare Saver Prime Bank with questions
Phone: 800-669-3539
Email: [email protected]
Note: LBG Advisors does not manage/select these investments
Please contact: Navia/Wealthcare Saver Prime Bank with questions
Phone: 800-669-3539
Email: [email protected]
• Take advantage of employer sponsored H.S.A. account
• Set aside additional dollars for retirement healthcare through payroll
• Triple Tax Advantage*: Reduces taxable income going in, tax free growth, tax free coming out for qualified medical expenses (see IRS approved list publication 502)
Additional Benefits:
• Rolls from year to year (not use it or lose it)
• It is your account – even if you leave KBA
• Helps you pay for qualified medical expenses for you and your dependents (even if dependent is not on KBA coverage)
• Reduces Taxable Income (w2 decrease through payroll / tax form if direct contribution)*
• Funds may be invested in mutual funds yielding tax free earnings* (min balance $1,000 / $3,000 to avoid additional admin fees)
• Both employers and employee can contribute to HSA
• 2024 Contribution Limits $4150 Individual / $8300 Family (less company contribution)
• If over 55, add $1,000 to limits above
• Set aside additional dollars for retirement healthcare through payroll
• Triple Tax Advantage*: Reduces taxable income going in, tax free growth, tax free coming out for qualified medical expenses (see IRS approved list publication 502)
Additional Benefits:
• Rolls from year to year (not use it or lose it)
• It is your account – even if you leave KBA
• Helps you pay for qualified medical expenses for you and your dependents (even if dependent is not on KBA coverage)
• Reduces Taxable Income (w2 decrease through payroll / tax form if direct contribution)*
• Funds may be invested in mutual funds yielding tax free earnings* (min balance $1,000 / $3,000 to avoid additional admin fees)
• Both employers and employee can contribute to HSA
• 2024 Contribution Limits $4150 Individual / $8300 Family (less company contribution)
• If over 55, add $1,000 to limits above
