Personal Investments • HSA Bank Eliminating Schwab Investing Option

Thanks, 534Bc. Is there any issues with Fidelity for medical reimbursement in retirement? Can he also transfer all cash out from hsabank to fidelity if he retired? He is going to retire in later 2025.

Thanks,

I've never removed any from fidelity for paying medical or re-imbursement yet. My guess is that it is a simple transfer and it's up to you to save your receipts for qualifying medical.

All the cash can be transferred to fidelity.

Statistics: Posted by 534Bc — Sat Nov 30, 2024 5:56 am — Replies 29 — Views 8770

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