Reply To: HSA vs 403b and 401a

Home Fairmark Forum Retirement Savings and Benefits HSA vs 403b and 401a Reply To: HSA vs 403b and 401a

#2237
Kaye Thomas
Moderator

It sounds like the credit union is confused. HSA is a health savings account, but you say you have 403b and 401a, which are retirement accounts. Maybe the credit union got mixed up because the employer was a hospital. Contact the credit union to obtain the correct form. You’re rolling money from a retirement account to an IRA, not HSA to HSA.