2015 Health Savings Account (HSA) Limits

Maximum Contribution
Individual Only: $3,350
Family Coverage: $6,650

 

HDHP Minimum Deductibles
Individual Only: $1,300
Family Coverage: $2,600

 

HDHP Maximum Out-of-Pocket Amounts
Individual Only: $6,450
Family Coverage: $12,900

 

Catch-up Contribution (age 55 or older)
*No change from 2014 limit
Individual Only: $1,000

Source: www.irs.gov

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Rolling Over an RMD

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The recently-­‐enacted Coronavirus Aid, Relief, and  Economic Security Act (CARES  Act) signed by President Trump  on  March  27, 2020, allows  “qualified individuals” to take up  to  $100,000 of  penalty-­‐free IRA and company plan withdrawals during 2020. “Qualified individuals” include those who are (or whose family members are) sickened by the virus or who have virus-­‐related

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