Thinking about moving your Health Savings Account (HSA) to a new provider? Maybe your current account feels clunky, has limited investment options, or charges higher fees than you’d like. Rolling over to a more user-friendly, cost-effective HSA can make managing your healthcare dollars much easier.
Before you make the switch, though, it’s important to understand how HSA rollovers work. From tax rules to timeframes, knowing the details will help you avoid penalties and keep your savings growing.