HSA vs PPO

February 17, 2018

During this week’s show, Jim and Chris answered a few questions. An Iowa listener emailed a question regarding Health Savings Accounts (HSAs) and how to decide if he should open one or use his current PPO.  A West Virginia listener wanted to know how to determine what her Social Security survivor benefits would be and a Florida listener wondered if she could get a larger Social Security benefit if she divorced her husband and remarried him later. Finally, a Pennsylvania listener sent in an email regarding the taxation of IRA distributions and conversions.

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.