HSA Rollovers Vs Trustee-To-Trustee Transfers

There are some useful tips for rolling over HSAs in this Finance Buff blog post

You can only do this DIY-style rollover once a year (date-to-date, not calendar year). That’s enough for me. Trustee-to-trustee transfers aren’t limited in frequency but providers usually charge a fee to the tune of $25 to $30. It’s not worth it. Just do the rollover on your own.

Read more