tax rules

HSA rollovers rare mistakes (60-day rule, trustee-to-trustee, taxes)

Have you ever tried to rollover your Health Savings Account (HSA) only to get tangled up in confusing rules like the 60-day deadline or trustee-to-trustee transfers? You’re not alone—many people make rare but costly mistakes when handling HSA rollov…

King of Hacks•

403(b) rare hardship withdrawal rules (medical, tuition, IRS)

Have you ever faced an unexpected financial emergency and wondered if tapping into your 403(b) retirement savings was even an option? Understanding the rare hardship withdrawal rules for 403(b) plans—especially when it comes to urgent medical expens…

King of Hacks•
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