Hello,
I'm planning to roll my LMCU HSA over to Fidelity. The LMCU money is currently in their investment account in VFIAX and I hope to get that into cash while we're in this peak period. Any advice on how to best do this? Looks like I could either request the dollar amount that is in the investment account be moved to the regular HSA, or somehow liquidate the VFIAX within the investment account and then transfer that cash to the regular HSA. Looking to avoid any gotcha fees or other pitfalls, but the priority is getting the VFIAX sold asap. Any advice appreciated!!
Thanks!
--Bill
I'm planning to roll my LMCU HSA over to Fidelity. The LMCU money is currently in their investment account in VFIAX and I hope to get that into cash while we're in this peak period. Any advice on how to best do this? Looks like I could either request the dollar amount that is in the investment account be moved to the regular HSA, or somehow liquidate the VFIAX within the investment account and then transfer that cash to the regular HSA. Looking to avoid any gotcha fees or other pitfalls, but the priority is getting the VFIAX sold asap. Any advice appreciated!!
Thanks!
--Bill
Statistics: Posted by neato5oh — Fri Dec 22, 2023 3:50 am