About Opus 17

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Re: Can I open an HSA mid-year after switching jobs if I had an FSA ...

You are eligible starting 9/1/25. That means you can contribute 4 months worth ($4300 ÷ 12 x 4) =$1,433.33; OR if you plan to remain eligible for all of 2026 (n...

Opus 17

Updated Aug 29, 2025
Solved Re: HSA Distribution proof

@nex Because you were asking about incurring medical expenses today, and reimbursing yourself in 40 years. It sounded like you were trying to create tax-free in...

Opus 17

1

Updated Aug 29, 2025
Re: Roth conversion and under payment penalty

@rogersdan164wrote: Thank for the prompt and detailed reply. I have a question about option 3 - the lump sum conversion with taxes with held at the time of the ...

Opus 17

Updated Aug 29, 2025
Re: Roth conversion and under payment penalty

Yes, that would work. If you have a lump sum income (conversion) in December, the IRS is going to want to see quarterly estimated tax payments that were due Ap...

Opus 17

3

Updated Aug 29, 2025
Solved Re: HSA Distribution proof

One last (dark) thought. If you die, and your spouse is your beneficiary, the HSA becomes your spouse's HSA. Will they know where to find your records to get t...

Opus 17

Updated Aug 29, 2025

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Date Registered	‎March 27, 2018 11:58 AM
Date Last Visited	Friday
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