HSA Q and A

A Few Ways to Maximize Your HSA

HSA Transfer vs. Rollover: What’s the Difference?

When you move your HSA from one provider to another, there is a chance that you encounter some fees along the way. So what is the best way to move your HSA?



How to Establish an HSA

Depending on what state you live in, the day you open an HSA and the day you officially “establish” an HSA can be different. This is a very important distinction for legal reasons – and here’s why.



The Last Month Rule: Everything You Need to Know

If you recently opened up an HSA with a new high-deductible health plan, you may be eligible for the “Last Month” rule. This loophole can help you contribute two years worth of HSA funds while staying compliant, if you do it correctly.




Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.

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