Maximizing Employee Benefits with SIMPLE IRA and Financial Tools

In this episode of the Personal Finance Podcast, we're going to talk about what to do with an old HSA at an old employer, plus how to avoid RMD’s.

Today we are going to answer these questions! 

Question 1: Can I transfer investments from a brokerage account to a retirement account? 

Question 2: How to set up a retirement plan for a small company. 

Question 3: How to use and transfer an HSA from an old employer 

Question 4: Strategies to limit RMD’s 

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 Relevant Episode: 

• How to Open an HSA (and Why You Should Consider it!) - Money Q&A
• The Super Retirement Account (HSA)
• Should You Max Out Your Roth IRA or HSA? (Money Q&A)

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