I want as much tax advantaged space as I can get, which may simplify my analysis. That means words case I use it as a traditional IRA. I have no plans to withdraw until retirement.
I am keeping records necessary to reimburse myself later so I can get the most out tax free. I will prioritize HSA withdrawals over Roth as the latter is more flexible (so no money comes out of Roth unless all medical expenses have been reimbursed. If I ever had access to more Roth contribution space than I could use I would take money out of the HSA to make those contributions.
I am keeping records necessary to reimburse myself later so I can get the most out tax free. I will prioritize HSA withdrawals over Roth as the latter is more flexible (so no money comes out of Roth unless all medical expenses have been reimbursed. If I ever had access to more Roth contribution space than I could use I would take money out of the HSA to make those contributions.
Statistics: Posted by AnEngineer — Tue Nov 19, 2024 6:11 am