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David is on the road this week, so Doug Hughes and Jim Inman are in the studio with the first Question-and-Answer Show of 2025. There are a variety of questions planned for this episode on transferring funds from a 529 college plan to another beneficiary, Health Savings Accounts (HSAs), the new Windfall Elimination Provision, 2025 catch-up updates on investment accounts and a few questions on IRAs.
By 98.7 The Zone4.9
1515 ratings
David is on the road this week, so Doug Hughes and Jim Inman are in the studio with the first Question-and-Answer Show of 2025. There are a variety of questions planned for this episode on transferring funds from a 529 college plan to another beneficiary, Health Savings Accounts (HSAs), the new Windfall Elimination Provision, 2025 catch-up updates on investment accounts and a few questions on IRAs.

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