| Learn how self-employed individuals can use a Health | | | | insurance, and other out-of-pocket medical expenses. |
| Reimbursement Arrangement (HRA) to enable their | | | | If you are self-employed but do not have an HRA, |
| business to be reimbursed for health insurance and | | | | you can write off your health insurance premiums on |
| out-of-pocket medical expenses. An HRA could save | | | | your 1040, saving you Federal income taxes. But, you |
| business owners an extra $3,000 each year. If you | | | | are still subject to FICA and state income taxes for |
| are self-employed, your income is subject to a 15.3% | | | | these expenses. You are not able to write off any |
| self-employment FICA tax. Added to a 28% Federal | | | | of the other expenses listed above. Using an HRA |
| income tax and a 5% state income tax, this could | | | | with a Health Savings Account Some financial |
| leave you paying nearly 50% of your income to the | | | | advisors do not realize that you can have an HRA |
| government. Fortunately, most self-employed people | | | | along with a Health Savings Account (HSA). You can |
| qualify to set up an HRA or Health Reimbursement | | | | of course. The only caveat is that the HRA cannot |
| Arrangement. An HRA can enable your business to | | | | reimburse for expenses that could apply toward the |
| reimburse you for health insurance and out-of-pocket | | | | deductible of the HSA, such as doctor visits or |
| medical expenses, and will save you an extra $3,000 | | | | prescription drugs. But, it can cover any insurance |
| each year. Health Reimbursement Arrangements for | | | | premiums and preventive care. The potential savings |
| the Self-Employed A Health Reimbursement | | | | are substantial. Let's assume a business owner is in a |
| Arrangement is simply an agreement which enables | | | | 28% tax bracket, has an HSA plan, and is incurring |
| your business to cover employee's medical expenses, | | | | the following expenses. - Health insurance premiums - |
| including individual health insurance premiums, as a | | | | $7,000 - Preventive expenses - $1,000 - Other |
| tax-free fringe benefit. This tax benefit was | | | | insurance - $2,000 The self-employed business owner |
| established in Section 105 of the IRS tax code in | | | | can write off the $7,000 premium on Federal income |
| 1955, when General Electric lobbied for a business | | | | taxes, saving 28% of that or $1,960. If the HSA is |
| reimbursement rule to give it more flexibility in | | | | fully funded, an additional $1,582 will be saved off of |
| creating employee benefits. Anyone set up as an | | | | Federal income taxes and $282.50 from state income |
| S-corp or C-corp qualifies to set up an HRA. If you | | | | taxes. So, in total, the business owner's taxes will go |
| are a Schedule C or Schedule F sole proprietor, an | | | | down by $3,824.50. Once an HRA is set up, the |
| HRA is allowed if your spouse can work at least part | | | | entire $10,000 in expenses listed above can be |
| time in the business. You will be setting up an | | | | reimbursed by the business. So, the business owner |
| employee benefits package that covers health | | | | would be saving a total of $2,800 from Federal |
| insurance premiums, disability insurance premiums, | | | | income taxes, $500 from state income taxes, and |
| long-term care premiums, and even out-of-pocket | | | | $1,530 in self-employment taxes. The business owner |
| medical expenses such as dental coverage. An HRA | | | | will also get to take advantage of the same $1,960 in |
| makes your taxes go down because when you get | | | | HSA tax savings, for a total tax reduction of $6,790. |
| to write off medical expenses on your Schedule C, | | | | Smart business owners take advantage of all the tax |
| you avoid paying Federal income taxes, state income | | | | deductions for which they qualify. You can reimburse |
| taxes, and the 15.3% FICA self-employment tax. Not | | | | health insurance expenses from the beginning of the |
| only can the business reimburse you for the cost of | | | | year, but out-of-pocket expenses only from the |
| health insurance premiums, but you can also set up | | | | date your HRA begins. |
| the HRA to reimburse for dental coverage, | | | | More articles from this pro: P. |
| preventive care, disability insurance, long-term care | | | | |