For beneficiaries leaving the Lasso MSA, what are their options for the MSA balance deposited at Optum?
If they stay with Optum and the balance is less than $3000, the service fee will be $2.75/mo.
If they want to move the MSA account, what kind of account do they look for at another financial institution that would allow them to use the funds tax-free for QME?
What recommendations are you giving your clients regarding the MSA funds?
If they stay with Optum and the balance is less than $3000, the service fee will be $2.75/mo.
If they want to move the MSA account, what kind of account do they look for at another financial institution that would allow them to use the funds tax-free for QME?
What recommendations are you giving your clients regarding the MSA funds?
