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...
Listen NowHSA 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...
Listen NowSocial Security Show
January 6, 2018
For this show, Jim and Chris answer a number of listener questions on Social Security. A Wisconsin listener asked if his SS benefit will be impacted if he works for lower wages after age 62 than what he made before age 62. Two Florida listeners sent emails. One wondered if there was any way a 90 year old who never claimed his Social Security benefits could receive all those missed years. The...
Listen NowRevocable Living Trusts and Taxes
December 23, 2017
Jim and Chris answer a listener’s question regarding revocable living trusts and taxes. They also discuss Roth IRAs and the Foreign Earned Income Exclusion in response to a question from an ex-pat in Singapore. Peter Scott joins Jim and Chris for the back half of the show to talk about important estate planning documents people need....
Listen NowHSA as a Retirement Account
December 16, 2017
Jim and Chris answer a question from a caller in TX who wanted to know about the advantages of opening a Health Savings Account (HSA) and not using the money now. They also answer questions from other financial planners. One asked about how to structure a Registered Investment Advisor (RIA) firm. The other asked about succession planning as it relates to retirement planning. Jim and Chris also...
Listen Now
