In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run through on how using an HSA changes when Medicare comes into the picture. Whether you currently have an HSA or not this episode will provide great insight.

Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and unfortunate situations that can pop up. The great news is that there are resources available and you can absolutely the craziness this list represents.

https://zurl.co/bJWy

Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filing statuses, 529 plans and creative ways to use them along with 1031 exchanges and rental properties. You can submit your own question at retirementtaxpodcast.com

https://zurl.co/FFwQ