The federal open enrollment has come to a close for 2018, but that limitation doesn’t affect the HSA. HSAs can be opened by any qualified individual, family, or employer (for employees) anytime. HSAs are not beholden to normal restrictions of healthcare.
The HSA Rollover. It sounds complicated, taxing and just plain frustrating. We will cover why Lively can eliminate all of these pains later, but rolling over your HSA to a new provider can provide lower fees, more enriched investment offerings and of course all the long-term value that comes with those features. Let us show you how to roll over your HSA.