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Ask HTM - iPhone Upgrades, Burden of the Gift Tax, & A Potential HSA ‘Gotcha’ #835

How to Money

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Retirement Account Rollovers and HSA Reimbursement Restrictions

This chapter delves into the process of transferring retirement funds from a 401k to a traditional IRA, underscoring the need to avoid outdated investments. It recommends using services like Capitalized for smoother rollovers and addresses concerns about potential HSA reimbursement restrictions due to job changes or plan modifications.

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