Yes. It is the individual’s responsibility to manage his or her HSA and maintain full compliance with regulations. If you have any doubt or concerns, the CDHP Coach recommends that you call the IRS or consult a tax, legal, or financial advisor about your specific concerns. Refer to IRS Publication 969, which is found at www.irs.gov. Always keep your receipts for your healthcare expenses to have for potential questioning by the IRS.

CDHPCoach’s Storage Facility, where the Coach has organized and compiled a vast amount of tools and resources for you to access.

Housed here are key components and information within the book, Bend the Healthcare Trend which was the impetus behind the CDHPCoach.