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Re: [IBM Pension] Re: You are on Medicare, and spouse is not, questions

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  • Carl Lackey:)
    Yes, but the question is this.... You have an existing balance in your HSA, and turn 65. Without a plan to support that, how does it work? Carl
    Message 1 of 3 , Nov 2, 2004
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      Yes,
      but the question is this....
      You have an existing balance in your HSA, and turn 65.
      Without a plan to support that, how does it work?

      Carl

      fhawontcutit wrote:

      >--- In ibmpension@yahoogroups.com, "Carl Lackey" <clackey3@r...>
      >wrote:
      >
      >>
      >>
      >> It also says that IBM PPO and IBM PPO/HSA are not available to
      >persons
      >> elegible for Medicare.
      >>
      >
      >Carl,
      >
      >>From the IRS website,
      >
      >http://www.irs.gov/pub/irs-drop/n-04-2.pdf
      >--------------
      >Q-2. Who is eligible to establish an HSA?
      >A-2. An "eligible individual" can establish an HSA. An
      >"eligible
      >individual" means,
      >with respect to any month, any individual who: (1) is covered under a
      >highdeductible
      >health plan (HDHP) on the first day of such month; (2) is not also
      >covered by any other health plan that is not an HDHP (with certain
      >exceptions for
      >plans providing certain limited types of coverage); (3) is not
      >enrolled in Medicare
      >(generally, has not yet reached age 65); and (4) may not be claimed
      >as a
      >dependent on another person's tax return.
      >-------------
      >
      >
      >
      >
      >
      >
      >
      >Yahoo! Groups Links
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