IRA to HSA rollover

I read several posts regarding this topic already listed but would like suggestions on where to look in IRS publications on HSAs is that in Pub 590 too?

Client (aged 48) asked about IRA to HSA rollover. Is this a “one time” thing and never again? Or is it a “once a year” opportunity every year?

Sounds like another hurdle to this is finding the records of contributions and if they were deductible or nondeductible contributions over the years in order to understand any true benefits of this rollover/transfer.

This reminds me of opening ESA’s when the maximum were $500/year. Is this a worthwhile exercise if the contribution amounts are limited?

thanks for whoever can respond. Please ask if you need more info.



Does this help? it includes links to the regs http://www.retirementdictionary.com/Qualifiedfundingdistribution.htm



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