- Protects your privacy by not requiring you to enter any personal information. Therefore, the information that
you enter into this tool cannot be linked directly to you. No data is stored on your PC.
- Assumes that you are eligible to contribute to the HSA for the entire year. Coverage under a qualified high deductible health plan is required to contribute to the HSA.
- Assumes you contribute to the HSA until the age you select.
- Assumes the HSA contribution amount and interest rate elected remain constant until the age you select to
stop contributions.
- Is based on tax tables published by the IRS and are subject to change. Your marginal tax rate depends on
your taxable income, which includes all income sources (e.g., wages, investment income) and all deductions
(mortgage interest, state income taxes, property taxes and charitable contributions). This tool does not include state
income taxes as part of the analysis.
- Provides estimated projections and should not be assumed to be tax or investment advice. Be sure to consult
a tax advisor to determine what is appropriate for your situation.
- Illustrates high-level HSA features and is not intended to replace or modify summary plan documents or other
member materials. Additional HSA information can be obtained in the summary of benefits document or by
calling member services.
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