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The Personal Finance Podcast
What Do I do With an HSA at an Old Employer?! (Plus How to Avoid RMD's) - Money Q&A
Dec 18, 2024
Dive into the world of Health Savings Accounts and discover how to manage HSAs left behind at old jobs. Learn practical tips for transferring investments to retirement accounts, and get insights on setting up retirement plans for small businesses. Explore strategies to minimize Required Minimum Distributions, ensuring your retirement funding remains intact. Plus, uncover the benefits of HSAs for both medical expenses and long-term financial planning. Get empowered to make savvy financial decisions!
39:07
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Quick takeaways
- Understanding the process of rolling over an HSA from an old employer can provide tax advantages for future medical expenses.
- Small businesses have several retirement plan options that can enhance employee retention while benefiting from available tax credits.
Deep dives
Investing in Real Estate with Fundrise
Investing in real estate can be made easier through platforms like Fundrise, which allow individuals to invest without the hassle of managing properties. The Fundrise flagship fund is currently poised to capitalize on the declining demand and falling prices in the real estate market by expanding its billion-dollar portfolio. Investors can start with as little as $10, accessing real estate investments rapidly. However, it is essential to thoroughly understand the risks and objectives associated with such investments before proceeding.
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Discover
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