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Fidelity HSA rocks


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2023 Jul 13, 7:56am   173 views  0 comments

by clambo   ➕follow (2)   💰tip   ignore  

Who knows if this is annoying spam? Maybe it is.

I was not clever enough soon enough to contribute a lot of dough into my HSA. I recall driving over to the Los Gatos, CA Fidelity store just before filing my taxes a few years ago.

I bought a stock mutual fund, Contrafund, for capital appreciation.

Fidelity issued me a Visa debit card linked to the HSA account.

To use the card, I first went to Fidelity.com and hit the button "trade". (Vanguard, T.Rowe Price have 'buy/sell")

I sold a little of my Contrafund to put cash in the account; then I just paid a dentist over the phone.

Calling Fidelity is great, if you can find their toll free number; it's hard to find on their website.

Artificial intelligence recognized my phone number, then asked "how can I help you" then recognized my voice and immediately I was speaking to a human at Fidelity!

It's great to use stock market capital appreciation gains tax free to pay some bills.

I tell all of the receptionists at dental or medical places to buy a Roth IRA and an HSA at Fidelity because there is no minimum investment.

I doubt they will but I will keep preaching.
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