I met a person covered under an Assurant individual medical plan. He has a ton of uncovered dental bills coming and wants to switch to an HSA for him and his wife so he can get the tax deduction for 2015.
I told him to wait until 2016 unless we can come up with a SEP for this year or write a group. Group is currently off the table because of the number of employees and current 1099 status.
He's going to call the carrier & find out what the transition plans are but I figured someone here would know.
Source of insurance-forums.net
I told him to wait until 2016 unless we can come up with a SEP for this year or write a group. Group is currently off the table because of the number of employees and current 1099 status.
He's going to call the carrier & find out what the transition plans are but I figured someone here would know.
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