Health Savings Checkup tool
The Health Savings Checkup is an educational tool designed to estimate health care costs during retirement. To view your personalized estimate, take a few minutes to complete the checkup.
In four easy steps
The more information you provide, the more personalized your results. See the impact of changes instantly by clicking Update My Costs. Discover actions you can take that may help to lower your costs.
Health savings accounts (HSAs) are individual accounts offered through Optum Bank®, Member FDIC, or ConnectYourCare, LLC, an IRS-Designated Non-Bank Custodian of HSAs, each a subsidiary of Optum Financial, Inc. Neither Optum Financial, Inc. nor ConnectYourCare, LLC is a bank or an FDIC insured institution. HSAs are subject to eligibility requirements and restrictions on deposits and withdrawals to avoid IRS penalties. State taxes may apply. Fees may reduce earnings on account.
This communication is not intended as legal or tax advice. Federal and state laws and regulations are subject to change. Please contact a legal or tax professional for advice on eligibility, tax treatment, and restrictions. Please contact your plan administrator with questions about enrollment or plan restrictions.
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