2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

May 9, 2020

2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

After Jim clarifies some information about 2020 RMDs and the CARES Act, he and Chris answer questions about Social Security, HSA accounts for beneficiaries, and the best states to retire in.

(3:10) Jim clarifies what you can do if you took a 2020 RMD before the CARES Act removed the requirement.

(14:33) A Washington listener wonders if she should file for her spouse’s Social Security benefits when her spouse passes away.

(22:29) A listener asks a question about inherited HSA accounts for non-spouse beneficiaries.

(39:12) Another listener wonders what Jim and Chris consider the best states for retirees.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.