Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

March 7, 2020

Update on the SECURE Act, Divorce Benefits, and More: Q&A #2010

As Jim rifles through listener’s questions today, he and Chris settle on the topics of an update on the SECURE Act, Social Security divorce benefits, re-characterizing an IRA, and Health Savings Accounts.

(4:15) Chris and Jim follow up with an update on the SECURE Act and when a child inherits an IRA.

(19:55) Georgette from Mississippi wonders if she can receive a divorced spouse benefit when her ex-husband turns 62.

(24:30) A listener asks about re-characterizing a 2017 contribution from a Roth into a nondeductible IRA.

(36:50) A listener who loves the show more than cake would like some clarification on a particular tax benefit applied to Health Savings Accounts.

 

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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.