Using tax-free dollars is the smarter way to pay medical expenses
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YourFlex makes it easy                                                                    

 Click here to see an example

Many people find that when they add up all their medical expenses, the advantages of YourFlex are well beyond what they expected. 

Many costs seen as every-day expenses can be reimbursed with pre-tax dollars through YourFlex—for example, glasses, contact lenses and contact lens supplies or birth control.

That said, when estimating how much to put into your YourFlex account each year, be conservative. The IRS rules allowing pre-tax treatment of these expenses does not allow use of this money beyond the run-out date of your plan year. You must receive the services by the end of the plan year grace period (if applicable) and submit a request for reimbursement, along with the required documents (i.e., receipts) by your plan’s run out date.















 

Benefit Solutions Savings Calculator

Complete the following information to calculate your annual reimbursable expenses.

Select Your Annual Income

Select Your Pay Cycle

Insurance Premiums (only if payroll deducted)
Health Insurance $
Group Term Life Insurance $
Disability coverage $
Vision and/or Dental Insurance $
Other $
Total $

Healthcare Expenses (estimated)
Doctor visits and co-pays $
Deductibles $
Prescription drugs $
Prescribed medical supplies/equipment $
Travel to doctor or hospital $
Eye exams & surgery $
Glasses/contacts/solutions $
Dental checkups $
Fillings/crowns $
Orthodontia $
Chiropractic $
Other $
Total $

Dependent Care Expenses (estimated)
Children $
Adults $
Total $

Adoption Expenses (estimated)
Attorney fees $
Court costs $
Legal adoption fees $
Other $
Total $

Estimated Annual Expenses and Tax Savings
Total Insurance Premiums $
Total Healthcare Expenses $
Total Dependent Care Expenses $
Total Adoption Expenses $
Total Annual Expenses $
Annual Tax Savings $
Estimated Savings 
Amount Per Paycheck		 $

Tax Estimate Table

The following tax rates are estimated based on a combination of social security, federal, and state income taxes (national averages) and may not reflect your actual tax rate.

If your
annual household
earnings are:

Estimated 
tax rate is:

Less than $30,000
$30,000 - $40,000
$40,000 - $70,000
Greater than $70,000

25%
29%
31%
33%

 
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