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10 Things You Must Know about HSAs

As the summer heats up, healthcare remains a hot topic. Will the ACA survive? Will Congressional Republicans succeed in repealing and replacing it? As we reach July these questions remain unanswered. One thing that is clear, however, is that Health Savings Accounts (HSAs) are playing a significant role in the healthcare deliberations. Proponents advocate expanding these accounts as a way to save on health costs and get a tax break. Opponents argue that HSAs can’t help those who cannot afford to fund them.

How Your IRA Can Cost You When It Comes to Medicare

You have done the right thing for years. You have diligently saved and accumulated funds in your IRA. At some point, the funds that you have put away for years must come out. Uncle Sam wants his share. When you reach age 70 ½, you must take a required minimum distribution (RMD) for that year and for every year thereafter.

What Victims of Casualty Theft Need to Know: This Week’s Q&A

This week's Slott Report Mailbag looks into Casualty Theft, IRS rules, Medicare, and Roth conversions.

HSA Rules Get Tricky Once You Hit Age 65

An HSA has been described as offering triple tax benefits. One, contributions are deductible. Two, there is no taxation on funds while they are in the HSA and, three, distributions taken for qualified medical expenses are tax-free. Not a bad deal! When you reach age 65, however, there are some important changes in store for your HSA.

Roth IRAs and Retirees: 10 Facts You Will Want to Know

Are you retired? If so, you may think that a Roth IRA is not for you. Before deciding if a Roth IRA will benefit you as a retiree, here are 10 facts that you will want to know.

UPDATE: What the New Budget Means for Your Social Security and Medicare Benefits

Retirement planning for millions of Americans just changed dramatically. Last night, President Obama signed into law the Bipartisan Budget Act of 2015, which has a significant impact on both Medicare Part B participants and those trying to employ savvy planning tactics to get the most of their Social Security benefits. Here’s what you absolutely need to know.

Why You Should Sign Up For Medicare When You Are 65

One of the most common questions asked by people approaching their mid 60’s is, “When do I have to sign up for Medicare?” For most people, the short answer is, “when you turn 65.” Here's why.

September's Top 10 Retirement Facts and Figures

We are beginning a new monthly feature - a content creation stream of each month's best retirement and retirement planning facts and figures. Before each fact, you’ll find my own brief commentary, and after each fact, you’ll find the original article from which the fact was pulled should you be interested in further reading.

Does a Roth Conversion Affect My Medicare Premium?

ed slott IRA questions
This week's Slott Report Mailbag answers questions on how Roth conversions affect Medicare premiums, how the rules governing IRA rollovers have changed for 2015 and what individuals who converted to Roth IRAs in 2010 are now free to do with the funds.

3 Surprising Ways Your Retirement Account Could COST You

When managing your retirement account, you should be aware of the unexpected ways those employer-sponsored or IRA accounts could actually COST you. Jeffrey Levine details 3 of those situations in the article below.

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