Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

September 19, 2020

Claiming Strategies, Taxes, HSA Contributions, and the CARES Act: Q&A #2038

Jim and Chris cover questions on Social Security claiming strategies, taxes, HSA contribution rules, and the CARES Act.

(8:00) An Indianaian asks a question about claiming ages for Social Security benefits.

(19:10) Georgia from Minnesota wonders what the appropriate balance to hold in her, “Always Taxable” accounts would be.

(45:40) A listener from Ohio asks a question about health savings account contribution phaseouts and whether or not school district employees pay into Medicare.

(1:06:30) George from Kentucky would like some clarification on the topic of the CARES Act from a previous podcast episode.

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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.