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Personal Investments • Re: HSA consolidation

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A blog post about HSA consolidation on fidelity website states: “Possible disadvantages: If any of your HSA savings are invested, selling your holdings won't affect federal taxes but may affect state taxes, depending on where you live.”

We live in Wisconsin.
I think the blog post is referring to CA and NJ since they don't comply with typical HSA rules. You should be good.

More details here: https://www.bogleheads.org/wiki/Health_savings_account

Regards,

Statistics: Posted by retired@50 — Wed Feb 21, 2024 6:12 pm



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