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HSA Rollovers Vs Trustee-To-Trustee Transfers

Sunday, January 20, 2013 - 11:12 AM
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.

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Ken TuminKen Tumin5,473 posts since
Nov 29, 2009
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