Tracking your medical expenses

We talk about health savings accounts (HSA) on a regular basis and, once people understand why HSAs may be good for their employees, the next question they ask is usually how to use an HSA as a retirement savings¬†tool. One piece of that puzzle is keeping track of your medical expenses, especially if you’re not being reimbursed immediately from your HSA.


Click here to download the worksheet


Share it with your employees who need it, or start keeping a record of your own expenses.

As always, we’re here if you have additional questions. Contact us at

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