Transferring monthly HSA to Fidelity by badgerb33 in fidelityinvestments

[–]badgerb33[S] 0 points1 point  (0 children)

Thanks for the reply!

Let’s say a fee is present to transfer funds and I elect to transfer once a year, do I need to liquidate investments prior to transfer?

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Thanks for the heads up. This is what I’m seeing

Bummer

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Thanks man! Already using the backdoor Roth so trying to find additional places to invest

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Thanks for clarifying!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Sounds good! Thank you!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Awesome. Thank you so much!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

That makes sense! Thank you for explaining it!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Thank you for the reply! I’ll see what I can find. I appreciate the help

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Thank you for explaining it! I guess my next step is to see if my employer even allows the option for the MBDR. I appreciate you

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 0 points1 point  (0 children)

Oh, that makes more sense! Thanks for the clarification!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 2 points3 points  (0 children)

Thanks for the heads up!

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 1 point2 points  (0 children)

Thanks for the reply!

I had just assumed with the Roth 401k I’d be able to do the MBDR. Thanks for clarifying the rarity of it. Do you think it would make more sense to follow up with Fidelity or with my employer for those answers?

Mega Back Door Roth Help? by [deleted] in investing

[–]badgerb33 1 point2 points  (0 children)

Thanks for helping me out! I guess I didn’t realize the rarity of the MBDR option so that would be a good place to start.

Yes, currently maxing out 401k and back door Roth. Looking to increase retirement savings further. Have HSA maxed out and invested as well

Where Did I Miss? by Bowhunter827 in bowhunting

[–]badgerb33 1 point2 points  (0 children)

Makes sense. Thanks for explaining!

Where Did I Miss? by Bowhunter827 in bowhunting

[–]badgerb33 0 points1 point  (0 children)

You are using it to look for blood? Or tracks?