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IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420

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Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses.

(3:30) George asks about being able to take an IRA distribution and rolling it into an HSA.

(22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current qualified charitable distributions (QCDs).

(43:30) George looks for thoughts on contributing pre-tax in his employer plans in an attempt to allow for normal Roth IRA contributions.

(55:45) A listener asks about being able to use a deceased husbands passive losses to offset potential future appreciation.

The post IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 appeared first on The Retirement and IRA Show.

  continue reading

315 episoder

Artwork
iconDel
 
Manage episode 418850692 series 2424283
Indhold leveret af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Chris and Paul sit down to answer listeners questions regarding IRAs, HSAs, QCDs, taxes, and rolling forward passive losses.

(3:30) George asks about being able to take an IRA distribution and rolling it into an HSA.

(22:00) Georgette wonders if she can delay taking her first RMD to benefit from the timing of her current qualified charitable distributions (QCDs).

(43:30) George looks for thoughts on contributing pre-tax in his employer plans in an attempt to allow for normal Roth IRA contributions.

(55:45) A listener asks about being able to use a deceased husbands passive losses to offset potential future appreciation.

The post IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420 appeared first on The Retirement and IRA Show.

  continue reading

315 episoder

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