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 limits20182019
Age 40 or under$420 $420
Age 41-50$780$790
Age 51-60$1,560$1,580
Age 61-70$4,160$4,220
Over age 70$5,200$5,270

Per diem limit:

LTC periodic payments20182019
Periodic payments for qualified long-term care insurance/certain life insurance$360 $370

Archer Medical Savings Accounts

High deductible health plan--self-only coverage20182019
Annual deductible--minimum$2,300 $2,350
Annual deductible--maximum$3,450$3,500
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$4,550$4,650
High deductible health plan--family coverage20182019
Annual deductible--minimum$4,550 $4,650
Annual deductible--maximum$6,850$7,000
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$8,400$8,550

Flexible spending account (FSA) for health care

Health care FSAs20182019
Maximum salary reduction contribution$2,650 $2,700

Health Savings Accounts (HSAs)

Annual contribution limit20182019
Self-only coverage$3,450 $3,500
Family coverage$6,900$7,000
High deductible health plan--self-only coverage20182019
Annual deductible--minimum$1,350 $1,350
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$6,650$6,750
High deductible health plan--family coverage20182019
Annual deductible--minimum$2,700 $2,700
Annual out-of-pocket expenses required to be paid (other than for premiums) can't exceed$13,300 $13,500
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.