Money From an IRA to an HSA

January 20, 2018

Jim and Chris answer email questions. A listener in Montana asked if you can roll money over from a traditional IRA to an HSA and consider it an HSA contribution. A listener in Maryland wanted to know if you could write a check from your IRA to a charity and have it count as a QCD (Qualified Charitable Distribution). A third listener wanted to know what do you do if your retirement planner retires before you do? Jim and Chris also talk with Barry James of James Investment Research regarding his insights on the new Tax Bill’s impact on the equity market and how to deal with an exuberant Market.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

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.