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Anyone have a personal (non company plan) HSA? My wife had an HSA at her old company that we put some money in. Worked great, and I liked the idea of saving money this way for later health care costs. However, she left her company at the end of last year...
Started by on , 13 posts by 9 people.  
Yes....
I get $3 monthly fee and use the debit with their tech overhaul .
Yes and my HSA account is through chase.
It's kind of a pain in the ass and has similar firms may as well.
I have my self-employed one through Wells Fargo.
I know the HSA subject has been discussed to death, but after several years I have finally built my HSA acct up to about 25,000. I really have a philosophical problem with treating it as just another component of my overall financial portfolio, as I want...
Started by on , 19 posts by 12 people.  
They don't charge any fees if you keep a $2K minimum (we're stuck with a small selection of Wells Fargo funds so just picked the 2020 Target date fund% interest with....
HSA bank is Wells Fargo with a BCBS HSA plan.
Just got my 1099 from Wells Fargo and see that RZV is my most tax efficient fund (for 2011 at least). Lowest Dividends and all qualified. RZV was more efficient than VTI (TSM) VEU (FTSE Ex-US) --> frustrating that so many are non-qualified dividends...
Started by on , 8 posts by 5 people.  
Therefore, I hold it only in my HSA, which....
Nick I hold RZV as well capital gains, as small-cap value stocks which do well turn into large-cap or growth stocks.
Note the performance of RZV vs it's "deep growth" counterpart, RZG .
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I have a 401k and a Roth IRA. I also have a checking account from Wells Fargo that I use to make payments on my credit cards and other bills. I also have a savings account from them too but it's interest is something I couldn't care less about. Now, I...
Started by on , 4 posts by 4 people.  
I just.
Solid rates on their savings and checking accounts, and also a nice rate on their HSA account.
My employer has officially switched our 401k providers to Wells Fargo due to a company buyout. My old plan was taking out .0139% in fees,less than $20 on a ~$132600 account in mid January. In the new plan, WF has the "asset fees', as a transaction,listed...
Started by on , 14 posts by 10 people.  
I do hope that it is quarterly and not monthly 401k meetings sometime in February... .
My old plan was taking out .0139 hear from HR, then I will call Wells Fargo.
Switched our 401k providers to Wells Fargo due to a company buyout.
I’ve been a reader of this great forum for about a year, but this is my first post. After doing the necessary groundwork, my wife and I are now ready to formalize our investment plan. I would be grateful for your thoughts as we do so. Thanks to all of...
Started by on , 17 posts by 5 people.  
As a general.
It would be well underwater (currently trading at less than half of its original price).
I'm looking for generous advice from people who know how to invest and construct an overall portfolio. I've been working for about 4.5 years, and just started investing approx. 1 year ago. For work-related reasons, I am limited mostly to ETFs, although...
Started by on , 7 posts by 5 people.  
I-bonds are tax.
You hold bonds in a taxable account as well as dividend health you might want to consider an HSA and HDHP, big tax savings at your rate.
Efficiency- This is the biggest problem I see.
On Wed, 9 Jul 2008 12:39:24 -0400, "HSalim[MVP]" <hsalim@msn.com I knew that there was another MVP hiding back there. Now that we he has chosen to go public... Congratulations Mariano. I can't think of any one who deserves this more than you. I...
Started by on , 16 posts by 9 people.  
Answer Snippets (Read the full thread at omgili):
David....
Mark On Jul 9, 12:39 pm, "HSalim[MVP]" <hsa...@msn.com On Wed, 9 Jul 2008 10:08:00 -0700; On Thu, 10 Jul 2008 17:55:59 +0800, "David Musgrave [MSFT]" <dmusgrav@online.microsoft.com Well done Airlift in Fargo.
I'm paying $2.95/mo. starting this year.
Started by on , 50 posts by 35 people.  
My credit union does not charge me a fee.
A cent of fees.
I would appreciate advice on my current positions. As one might sumize I am not a Wall Streeter just an interested invester. Age 34, risk tolerance high and long term oriented Prudential 401k ( 130K ) Stable Value Fund 0% Vanguard Total Bond Market Index...
Started by on , 6 posts by 3 people.  
Thus, why not own only a few bond funds your/others suggestions .
And I assume the HSA will occasionally be tapped for money.
K (130K) Stable Value Fund ( Wells Fargo Stable Return Fund, 50% 90 Day Tbills/50% ML 1-3yrTreas) 0.
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