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Reply to "HSA Rollover"
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[quote=Anonymous][quote=Anonymous]DH and I have been rolling over our various HSA plans from one employer to the next for years and we’re thinking now about rolling over to an independent brokerage company and just leaving a lower amount in our employer’s HSABank. Is this common? Does anyone else have experience doing this? We’re thinking about an HSA with Fidelity. [/quote] My HSA account is at Fidelity through which I invest. My employer's is through payflex. I let them deduct from payroll so I can get their seed money each year. At the end of the year, I transfer the entire balance to Fidelity and leave the account open..maybe with a couple of bucks in it.[/quote]
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