HSA Rollover

Yes, the unused balance of a health savings account does roll over each year.

QUESTION: Jim asks if the unused balance of a health savings account rolls over each year.

ANSWER: Yes it does. You might be thinking of something like a cafeteria or a 125 plan, which are called medical savings accounts. Those don’t roll over, so don’t overfund them. But health savings accounts totally roll over.

Jump-Start Your Goals!

Jump-Start Your Goals!

Get our 8-Day JUMP START series and weekly newsletter that are packed with articles and tools to help you win with money.

Find a Local Expert

Start with a Local Expert

Get trustworthy guidance to help you save money on life’s most complicated financial decisions.

Find an ELP

Thank You!

Your 8-Day Jump Start is on its way to !