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  • About Us
    • Managing Partner
    • Brochures
  • Clients
  • Entrepreneurs
  • Lifecycle
    • GAP Planning
    • Selling Versus a Family Succession
  • Services
    • Managed Accounting
    • Tax
    • Financial Reporting
    • Exit & Succession Planning
    • Restaurant & Hospitality Support
  • Careers
  • What’s Hot
  • Contact

One-Time Thing: IRA to HSA transfer

Individuals, News, NewsletterBy Jeff LuckeNovember 7, 2023

Did you know that you can transfer funds directly from your IRA to a Health Savings Account (HSA) without taxes or penalties? Under current law, you’re permitted to make one such “qualified HSA funding distribution” during your lifetime.   Typically, if you have an IRA and an HSA, it’s a good idea to contribute as…

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