Kentucky Trust Company
EPIC Retirement Plan Services
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
Nicholas Pension Consultants
Loren D. Stark Company
Retirement Industry Trust Association (RITA)
Pension Rights Center
Farmer & Betts, Inc.
Retirement Plan Consultants
RTD Financial Advisors
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|Don't Overlook This Tax Planning Opportunity: One-Time IRA-to-HSA Rollover|
July 19, 2021
"[T]he Health Opportunity Patient Empowerment Act of 2006 ... allows for a one-time penalty- and tax- free rollover of money from your traditional IRA to a health savings account (HSA).... This strategy allows you to just shift funds already in your traditional IRA to an HSA, without taking money from your non-retirement accounts.... [T]he transfer from the IRA will have removed some of the money, though a relatively small amount, out of the required minimum distribution (RMD) calculation."
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