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everyday:hsa [2019/04/29 09:54]
admin [HSA account]
everyday:hsa [2019/07/30 09:42] (current)
admin [HSA account]
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   * Can transfer using this page: https://​www.fidelity.com/​customer-service/​transfer-assets. No fee to transfer out of Health Equity.   * Can transfer using this page: https://​www.fidelity.com/​customer-service/​transfer-assets. No fee to transfer out of Health Equity.
-    * But maybe better next time to just use HealthEquity'​s form. Less back and forth. They just send a check. HSA_partial_transfer_request_form.pdf in Dropbox is pre-filled, **use Foxit**. Although you don't need to anymore.+    * But maybe better next time to just use HealthEquity'​s form (http://​resources.healthequity.com/​Forms/​Transfer_Request_Form.pdf). Less back and forth. They just send a check. HSA_partial_transfer_request_form.pdf in Dropbox is pre-filled, **use Foxit**. Although you don't need to anymore.
     * Planning to sell everything in HealthEquity to cash (no taxes and makes it a lot simpler) and do trustee to trustee transfer of all cash except $25. Want to keep doing Health Equity via payroll deduction as no FICA taxes, etc.     * Planning to sell everything in HealthEquity to cash (no taxes and makes it a lot simpler) and do trustee to trustee transfer of all cash except $25. Want to keep doing Health Equity via payroll deduction as no FICA taxes, etc.
  
 === Health Equity === === Health Equity ===
   * Keeps minimum of $1000 hostage in no interest bearing (for me) checking account, presumably to cover additional expenses of theirs.   * Keeps minimum of $1000 hostage in no interest bearing (for me) checking account, presumably to cover additional expenses of theirs.
-  * Also %0.36 yearly account management fee.+  * Also 0.36yearly account management fee.
   * While I could just make everything Fidelity, I would have to pay ~8% worth of social security and medicare tax, whereas with paycheck withholding you avoid it. <​sigh>​ I guess I'll transfer every quarter or so.   * While I could just make everything Fidelity, I would have to pay ~8% worth of social security and medicare tax, whereas with paycheck withholding you avoid it. <​sigh>​ I guess I'll transfer every quarter or so.
  
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 | Mar 2018 | Intel Office checkup for arm injury (Adam Frederick) | 118.00 | | Mar 2018 | Intel Office checkup for arm injury (Adam Frederick) | 118.00 |
 | Nov 2018 | Dentist (normally don't have this bill?) | 16.50 | | Nov 2018 | Dentist (normally don't have this bill?) | 16.50 |
 +| May 2019 | Dentist | $13 |
  
  
everyday/hsa.1556556868.txt.gz · Last modified: 2019/04/29 09:54 by admin