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  1. What’s considered a high deductible health plan for tax purposes

    I guess I should have looked it up before I replied. Both turbo tax and HR block both said the DD in box 12 is for information only. https://www.hrblock.com/tax-center/irs/forms/understanding-form-w2-box-12-codes/...

  2. What’s considered a high deductible health plan for tax purposes

    Is your employer contributing to your HSA? There are limits to how much you can put in the HSA since it's pre-tax dollars going in. The max/yr. for families is around $7,500. I'm also self-employed (I get 1099's not W2's) so I don't know if the number you're looking at on your w2 includes...

  3. What’s considered a high deductible health plan for tax purposes

    **I am not a tax accountant** I have no clue what 12c DD is. However, I have a high deductible plan. If you don't have a health savings account, you probably don't have a high deductible plan. If you do, you might want to check to see of they're asking how much you contributed to your health...

  4. How Much Is Your Financial Adviser Charging?

    1% when they actively held and managed my accounts, now it's discounted to about 0.4% (and shrinking as my assets grow) when I took control of my accounts and use them in a purely advisory role.
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