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Message
What are you using for a self directed HSA?
Posted on 8/8/25 at 8:41 am
Posted on 8/8/25 at 8:41 am
I now have 4 HSA accounts due to job change or my firm switching healthcare providers so I need to get it all set up and consolidated in one place.
I have a Schwab brokerage and part of my HSA investments are in a Schwab HSA account but according to them I can’t self administer through them, they have ended that service as it was tied to a provider.
Edited for additional question: how much are you targeting for a balance? I currently have about $35k in total between the balances. Are you guys contributing in perpetuity or at a certain balance directing those funds elsewhere? I haven’t eaten into any of my funds yet, but with chirrens I assume that will change
I have a Schwab brokerage and part of my HSA investments are in a Schwab HSA account but according to them I can’t self administer through them, they have ended that service as it was tied to a provider.
Edited for additional question: how much are you targeting for a balance? I currently have about $35k in total between the balances. Are you guys contributing in perpetuity or at a certain balance directing those funds elsewhere? I haven’t eaten into any of my funds yet, but with chirrens I assume that will change
This post was edited on 8/8/25 at 8:54 am
6
Posted on 8/8/25 at 8:42 am to Mingo Was His NameO
Fidelity
Posted on 8/8/25 at 9:40 am to Mingo Was His NameO
Fidelity
Posted on 8/8/25 at 10:33 am to Mingo Was His NameO
quote:
Are you guys contributing in perpetuity or at a certain balance directing those funds elsewhere? I haven’t eaten into any of my funds yet, but with chirrens I assume that will change
Yes. And also avoiding using it as much as possible. Use it occasionally for a big event (birth, surgery, etc) but otherwise pay out of pocket to let the money grow tax free. Save those receipts and then cash it down the line as needed.
Posted on 8/8/25 at 10:40 am to JohnnyKilroy
quote:
Yes. And also avoiding using it as much as possible. Use it occasionally for a big event (birth, surgery, etc) but otherwise pay out of pocket to let the money grow tax free. Save those receipts and then cash it down the line as needed.
Word, figured as much and that is the plan. Just seeing if there was differing opinions on taking that amount and moving it to a post tax contribution at some point
Posted on 8/8/25 at 10:59 am to Mingo Was His NameO
Fidelity
Posted on 8/8/25 at 11:49 am to gpburdell
Fidelity here
Posted on 8/8/25 at 1:07 pm to Mingo Was His NameO
Fidelity. Maxing it out and not touching it.
Posted on 8/8/25 at 1:18 pm to Mingo Was His NameO
Fidelity, wish I was still able to contribute but $87k continues to grow for future medical expenses.
Posted on 8/8/25 at 9:32 pm to tirebiter
Schwab through Lively HSA.
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