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IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
Manage episode 418850692 series 2424283
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.
356 ตอน
Manage episode 418850692 series 2424283
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.
356 ตอน
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