Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

September 19, 2020

Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act.

(8:00) An Indianaian asks a question about claiming ages for Social Security benefits.

(19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be.

(45:40) A listener from Ohio asks a question about health savings account contribution phaseouts and whether or not school district employees pay into Medicare.

(1:06:30) George from Kentucky would like some clarification on the topic of the CARES Act from a previous podcast episode.

Podcast: Play in new window | Download (Duration: 1:25:15 — 38.4MB)

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