Retired and no longer make contributions to HSA and now have investments in SchwabHSA (ex Ameritrade). Not sure what "sell only would mean". Does that imply that I cannot roll over a CD or buy with proceeds from dividends etc?. Or does that mean there is only a oneway transfer back to HSABank?.
Secondly if forced to liquidate funds to cash I think I will be liable to a huge capital gain taxation in California unless a transfer in kind--Correct?
Secondly if forced to liquidate funds to cash I think I will be liable to a huge capital gain taxation in California unless a transfer in kind--Correct?
Statistics: Posted by ma2jo — Tue Jul 23, 2024 11:59 am — Replies 22 — Views 1802