it's about that time: annual benefits enrollment
i am considering a medical plan with a health savings account (HSA).
all that i know is that the immediate benefit is that they are pre-tax dollars and is portable.
can anyone share what kind of options you have to help the unused balance grow? are the options limited? it does not seem that all transparent from the outside ...
Here are the options my company offers. A quick cut and paste so it looks a little crude. Name, Symbol, Category, Minimum required:
MFS Conservative Allocation MACJX $100.00
MFS Moderate Allocation MAMJX $100.00
MFS Growth Allocation MAGJX Growth Allocation $100.00
MFS Aggressive Growth Allocation MAALX Aggressive Allocation $100.00
Vanguard Equity Income VEIRX Large Cap Value $100.00
Schwab S&P 500 Index SWPPX Large Cap Blend $100.00
Vanguard Growth Index VIGIX Large Cap Growth $100.00
Vanguard Extended Market Index VIEIX Mid Cap Blend $100.00
Delaware Small Cap Value DEVIX Small Cap Value $100.00
Schwab Small Cap Stock Index SWSSX Small Cap Blend $100.00
Janus Henderson Triton Fund A Shares JGMNX Small Cap Growth $100.00
MFS International Value MINJX International $100.00
PIMCO International StocksPlus TR PISIX International $100.00
Oppenheimer Developing Markets ODVIX International $100.00
Loomis Sayles Ltd Term Govt and Agcy NELYX Fixed Income $100.00
PIMCO TOTAL RETURN FUND PTTRX Fixed Income $100.00
BlackRock Total Return MPHQX Fixed Income $100.00
Ivy High Income IVHIX Fixed Income $100.00
Schwab Target 2020 SWCRX Target Date $100.00
Schwab Target 2030 SWDRX Target Date $100.00
Schwab Target 2040 SWERX Target Date $100.00
Schwab Target 2050 SWNRX Target Date $100.00
Schwab Target 2060 SWPRX Target Date $100.00
AllianzGI NFJ Mid-Cap Value PRNIX Mid Cap Value $100.00
Principal MidCap PCBIX Mid Cap Blend $100.00
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