For the past three years, we have reported on various Section 105 plan court cases and news developments. We have published articles and questions and answers about the plan. This article provides a grand summary of the major points from those reports and articles, in the form of a checklist.

You easily can use this checklist as a quick reference to the inner workings, benefits, rules, and records you need for your Section 105 medical reimbursement plan. If you have our tax strategies course, place a copy of the checklist in the front of the section that discusses the 105 plan.

How the Section 105 Plan Works:

Big picture: The Section 105 plan turns personal medical expenses into ... Log in to view full article.