▲ 26 r/HSA
Using HSA as invest, how do I record expenses now for future withdrawal
Primarily using HSA as a retirement vehicle. I know the story is, don’t use it to pay for expenses now, invest and let it cook.
When you’re older you can reclaim all those expenses for a tax free withdrawal. What are people doing to record or keep those expenses?
Scanning a pdf and saving it somewhere?
A spreadsheet with date and cost, and how it was paid?
I’ve got some expenses from years and years ago on paper bills, and just trying to clean out and organize what’s easiest.
u/mksmalls — 3 days ago