2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

May 9, 2020

2020 RMDs, Social Security, HSAs, and the Best States for Retirees: Q&A #2019

After Jim clarifies some information about 2020 RMDs and the CARES Act, he and Chris answer questions about Social Security, HSA accounts for beneficiaries, and the best states to retire in.

(3:10) Jim clarifies what you can do if you took a 2020 RMD before the CARES Act removed the requirement.

(14:33) A Washington listener wonders if she should file for her spouse’s Social Security benefits when her spouse passes away.

(22:29) A listener asks a question about inherited HSA accounts for non-spouse beneficiaries.

(39:12) Another listener wonders what Jim and Chris consider the best states for retirees.

Podcast: Play in new window | Download (Duration: 53:28 — 24.5MB)

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