Written by: Annette Clark, CPA
Do you use a Flexible Spending Account? If so have you reviewed your year to date spending compared to your annual deferral? Plan now to use up those deferred funds so that you don’t lose them. Maybe you have already incurred the costs and you just need to submit the receipts for reimbursement. Do it now! FSA accounts are use it or lose it. Don’t get to the end of December and think how am I going to use that now or where are those receipts.
Do you have an AFLAC policy that pays you a wellness benefit? If so schedule those checkup’s now to make sure you can get that mammogram or other test work done before the end of the year. If you already had your checkup dig out that receipt and submit it.
Plan to enjoy the holidays by having your paperwork done early.