Questions Relating To Taxes: EDU #2250

December 14, 2022

Questions Relating To Taxes: EDU #2250

Jim, Chris, and in-house CPA, Bob Palechek sit down to discuss listeners questions regarding a variety of tax topics.

(18:00) Georgette from Ohio looks for clarification on the wash sale rules.

(37:15) A listeners wonders about the best time to claim Social Security and the timing for some potential Roth conversions.

(54:30) A listener asks if they can still make a deductible HSA contribution after doing a Roth conversion and having no W2 wages.

(59:45) George asks about the impacts of IRMAA for his parents and if they can recharacterize a Roth conversion.

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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.