- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Anybody else using their HSA as a retirement vehicle?
Posted on 3/23/24 at 10:13 am to LSUFanHouston
Posted on 3/23/24 at 10:13 am to LSUFanHouston
quote:
If anyone other than a surviving spouse inherits the account, it is an immediate taxable distribution in the year of inheritance, to the beneficiary.
I believe the beneficiary has up to 12 months to submit requests for reimbursement of qualified medical expenses, and if the owner was keeping good records, they could conceivably eliminate the entire taxable balance.
0
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News