

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!
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 20min
Maximizing Employee Benefits with SIMPLE IRA and Financial Tools
19:46 • 2min
Managing HSAs and Avoiding RMD Pitfalls
21:48 • 2min
Navigating Health Savings Accounts and Employer Healthcare Plans
23:52 • 7min
Strategies for Managing Retirement Accounts and RMDs
31:08 • 8min