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WCI #284: HSAs, 529s, and Donor Advised Funds

White Coat Investor Podcast

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Is the HSA Reimbursement Process Working?

The IRS has some good information on this in publication 969 on health savings accounts. You cannot reimburse yourself for expenses incurred before the HSA was established. Also, from what I could find, I can reimburse myself for qualified spending of four dependents even if they are not covered by the high deductible plan.

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