627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning
Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:
- Health Savings Accounts / Medical Savings Accounts
- Flexible Spending Accounts
- Health Reimbursement Arrangements
- Qualified Tuition Programs (529 Plans)
- Coverdell Educational Savings Accounts
- UTMA / UGMA accounts
610-Friday Q&A: State Competition in Asset Protection Planning, Education, Financial Planning While Pregnant, Is Patreon a Good Funding Option, and More!
2:45 - If you move from one state to another, do you have to start all over with your asset protection plan?
15:30 - How frequently does a state change its laws that relate to asset protection planning?
21:30 - What is the interplay between Federal regulations and State regulations?
23:35 - Is a 403(b) protected the same as a 401(k)?
25:30 - How have Joshua’s views on education changed in the last four years?
36:30 - What specific inspirational resources would Joshua recommend on the topic of education?
43:20 - How do you set financial priorities when you’re expecting a baby?
51:15 - How do you plan when you have a highly fluctuating income?
1:00:15 - How do you balance having a stockpile of cash while looking at big personal lifestyle expenses?
1:04:35 - Is Patreon a good option to monetize your website?
1:24:00 - Should our company add a Health Savings Account or Christian Healthcare Sharing Ministry option to our health plan?
603-Friday Q&A: Healthcare Sharing Ministries and Their Maximum Limits, Health Savings Accounts, and What To Do With An Inheritance When You're in Debt
It's Friday! That means live Q&A:
- Healthcare Sharing Ministries and Their Maximum Limits
- Health Savings Accounts and HCSMs
- What To Do With An Inheritance When You're in Debt
Enjoy!
Joshua
539-Friday Q&A: Should I Use an HSA Account to Pay for Medical Expenses, What Tools Will Help Me Find a New Career, Should I Participate in My Company's Non-Qualified Deferred Compensation Program?
It's Friday! Today we discuss:
- Should I use an HSA account to pay for my medical expenses?
- What tools can I use to figure out a new career after unexpectedly coming back from foreign missions?
- Should I participate in my companies Non-Qualified Deferred Compensation program?
Enjoy the show!
Joshua
- This is the David Watson bookI referenced.
