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IRAs, HSAs, QCDs, Taxes, and Rolling Passive Losses: Q&A #2420
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.
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By Jim Saulnier, CFP® & Chris Stein, CFP®
4.3
696696 ratings
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.
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