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Below are the contribution limits for 2010
(the limits will stay the same for 2011)

2010 IRS Limits
Single Plan
Family Plan
Minimum Deductible
Maximum Out-of-pocket
Maximum Contribution Limit
Catch-up Contribution (55+)

HSA-compatible Health Plans

The IRS sets annual requirements for the minimum deductible and maximum out-of-pocket expense for HSA-compatible health plans. Verify with your health plan representative that your health plan is compatible.

Catch-up Contributions

Individuals age 55 and over can make catch-up contributions.

Excess Contribution Removal

If you exceed the maximum contribution amount for a given year, you can remove the excess funds by your tax filing deadline, typically April 15, without tax penalty.

If excess funds are not removed by your tax filing deadline, you may be subject to tax penalties and/or IRS fees.

Transfer or Rollover Funds to Your HSA

  • Unused FSA or HRA funds may be rolled into your HSA on a one-time basis. Please contact your employer for specific details
  • A one-time rollover from an IRA to an HSA is allowed up to the annual HSA contribution maximum. Please contact your tax advisor to discuss the benefits and tax reporting requirements.

To get more information please contact us!


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Cell:  (602) 295-4808
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Phone:  (480) 782-1630  |    Cell:    (602) 295-4808  |      Fax:    (480) 782-1642