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Topics discussed include maximizing benefits of Health Savings Accounts (HSAs), transferring wealth to children with Custodial Roth IRAs or solo 401(k)s, maximizing retirement contributions, exploring alternative investment options for kids, mimicking stock market index fund returns, and understanding retirement account options for self-employed individuals.
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Quick takeaways
- HSAs offer triple tax benefits and flexibility, emphasizing their value as investment accounts.
- Understanding the limitations and advantages of UTMA accounts for minors provides options for financial planning at an early age.
Deep dives
Maximizing HSA Contributions and Spousal Contributions
Contributing to an HSA requires awareness of changing healthcare plans. The inability to combine HSA funds highlights limitations in spousal transfers. It is imperative to understand the HSA rules and limitations regarding individual and family contributions to optimize healthcare savings.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode