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  • HSA updates?

    Any new info/recommendations on HSAs, such as what company has the lowest fees? I have seen old stuff on here, but was curious if anything had changed?

  • #2
    Nothing has changed for me. I'm still at HSA Bank/TD Ameritrade/VTI. HSA Bank has always had competitors that were "about as good" but I've never found one that was dramatically better. If you pick one of those "good" companies, I think you're okay. If you're with a company that nobody has ever written anything good about, might want to do a rollover.
    Helping those who wear the white coat get a fair shake on Wall Street since 2011

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    • #3
      I usually turn to this list. HSA Bank and Optum are my favorites.
      Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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      • #4
        Following for other inputs.

        I am interested in using this as a 'stealth IRA', but I was hoping that an HSA provider might be nice enough to help with storing receipts for eligible healthcare expenses. Anyone meeting this criteria?

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        • #5




          I usually turn to this list. HSA Bank and Optum are my favorites.
          Click to expand...


          That looks like a good resource. Thank you!

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          • #6




            I was hoping that an HSA provider might be nice enough to help with storing receipts for eligible healthcare expenses. Anyone meeting this criteria?
            Click to expand...


            I think most people with HSA's use them as they incur expenses so I doubt any would help with saving receipts.  I've been scanning mine and plan on saving them for 30 years or so...

            EOB's from your insco might be enough.

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            • #7
              I use SelectAccount. That is our default company and they've got a hand full of Vanguard funds so I haven't had much incentive to move at this point.

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              • #8


                I think most people with HSA’s use them as they incur expenses so I doubt any would help with saving receipts.  I’ve been scanning mine and plan on saving them for 30 years or so…
                Click to expand...


                My workplace has the HSA at HSA Bank but it's managed by ConnectYourCare.  CYC allows you to upload receipts and dollar amounts to bank for withdrawal at a later date.  I have several thousand in receipts uploaded to their site and thus could withdraw that amount at any time.  Many physicians do not use the HSA as they go but instead use regular cash flow to pay the bills and save the HSA money for later -- let it grow in the investment account and you have more HSA money to use at a later date.
                An alt-brown look at medicine, money, faith, & family
                www.RogueDadMD.com

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