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Personal Investments • HSA Asset Allocation vs Core Holdings

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If the HSA is part of your retirement portfolio, then I would put funds in it that are appropriate for a Roth IRA, for example equity funds with the highest expected returns. If the HSA is for immediate medical expenses, then a low risk fund would be appropriate.

My HSA is part of my overall AA for retirement. It is 100% TSM. I try to hold only 1 fund in my smaller accounts.
401k 3 funds
taxable 2 funds
HSA 1 fund
Roth 1 fund
NQDCP 1 fund

Statistics: Posted by mhc — Tue Jan 30, 2024 10:10 am — Replies 1 — Views 47



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