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
How Andrew Can Help You:
- Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count!
- Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here!
- Learn to invest by joining Index Fund Pro! This is Andrew’s course teaching you how to invest!
- Watch The Master Money Youtube Channel! ,
- Ask Andrew a question on Instagram or TikTok.
- Learn how to get out of Debt by joining our Free Course
- Leave Feedback or Episode Requests here.
Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast.
Relevant Episode:
Connect With Andrew on Social Media:
Free Guides:
Learn more about your ad choices. Visit megaphone.fm/adchoices
