Eggert Financial Management, Inc.

Cultivating Wealth, Shaping Legacies
Bill Eggert, CFP®, NSSA®
President
7200 S. Alton Way
Suite A-210
Centennial, CO 80112
303-414-0400
info@eggertfinancial.net
www.eggertfinancial.net

January 10, 2019

2019 Key Numbers
 

Protection Planning

Eligible long-term care premium deduction limits:

LTC premium deduction limits20192020
Age 40 or under$420 $430
Age 41-50$790$810
Age 51-60$1,580$1,630
Age 61-70$4,220$4,350
Over age 70$5,270$5,430

Per diem limit:

LTC periodic payments20192020
Periodic payments for qualified long-term care insurance/certain life insurance$370 $380

Archer Medical Savings Accounts

High deductible health plan--self-only coverage20192020
Annual deductible--minimum$2,350 $2,350
Annual deductible--maximum$3,500$3,550
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$4,650 $4,750
High deductible health plan--family coverage20192020
Annual deductible--minimum$4,650 $4,750
Annual deductible--maximum$7,000$7,100
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$8,550$8,650

Flexible spending account (FSA) for health care

Health care FSAs20192020
Maximum salary reduction contribution$2,700 $2,750

Health Savings Accounts (HSAs)

Annual contribution limit20192020
Self-only coverage$3,500 $3,550
Family coverage$7,000 $7,100
High deductible health plan--self-only coverage20192020
Annual deductible--minimum$1,350 $1,400
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$6,750$6,900
High deductible health plan--family coverage20192020
Annual deductible--minimum$2,700$2,800
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed $13,500 $13,800
Catch-up contributions20192020
Annual catch-up contribution limit for individuals age 55 or older$1,000 $1,000
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Eggert Financial Management, Inc. is an Investment Advisory firm regulated by the State of Colorado.

 

Prepared by Broadridge Advisor Solutions Copyright 2019.