Ask HTM - iPhone Upgrades, Burden of the Gift Tax, & A Potential HSA ‘Gotcha’ #835

How to Money

Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you might think it is, we want to hear it!

1 - Who is on the hook for paying gift tax when money is given away to an individual?

2 - What should I do with my old 401k as I’m starting a program that doesn’t offer a 401k?

3 - Are medical expenses that are incurred outside of a HDHP window still eligible to be reimbursed by an HSA?

4 - Where should I go if I’m looking to make an affordable iPhone upgrade?

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