As the year winds down, it’s a great time to tidy up your benefit accounts and prepare for a fresh start in January. Whether you have an FSA, HSA, or HRA, the tips below will help you make the most of your benefits.
First, check your balances. If you have an FSA, confirm whether you have a carryover option or a grace period, and plan your spending accordingly. With an HSA, consider contributing the maximum allowed to maximize tax savings. If you’ve met your deductible, now’s the time to schedule any remaining appointments.
Make sure you’ve submitted all eligible claims and keep your receipts in order. Review your plan’s eligible expenses so you don’t miss out on reimbursable items.
Preparing now avoids surprises later. Our team is here to help ensure everything is squared away, so you can enjoy the holidays stress-free and step into the new year feeling confident.
Let’s close the year strong—together.
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