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Updated over 7 years ago on . Most recent reply

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Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
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Self-Directed HSA - Tax and Other Questions

Bryan Hancock#4 Off Topic Contributor
  • Investor
  • Round Rock, TX
Posted

Have any of your self-directed a HSA? I am assuming the rules/structure is pretty much the same as a SDIRA, but I wanted to make sure. Are there material differences?

Assuming the money inside of the HSA grows significantly how would one go about monetizing it without significant health problems? Is there an age where the funds can be pulled out without tax penalties?

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Stephen McKee
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  • Riverside, CA
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Stephen McKee
  • Specialist
  • Riverside, CA
Replied

If you don't get an answer to this on here you can call my buddy Dan Shanahan @ [PHONE NUMBER REMOVED] Tell him I sent you.

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