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

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Manage episode 418850692 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

310 episodes

Artwork
iconShare
 
Manage episode 418850692 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

310 episodes

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