HSA Accounts and Other Questions

January 13, 2018

Jim and Chris answered two long lost emails from October.  One from an Arkansas listener who asked if his employer’s new HSA account was a good way for him to save for future healthcare expenses. The second was from an Ohio listener who wondered what Jim’s and Chris’s thoughts were on retirees carrying a mortgage into retirement.  A more recent email question came from a woman who wondered if she could gift shares of a mutual fund to her son and have him sell them to cover his college expenses without having to worry about the kiddie-tax. And finally, Jim and Chris talked about changes in the new tax law regarding alimony payments and who will now be responsible for paying income taxes on them.

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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.