calendar_today 23/01/2025 19:00

David is on the road this week, so Doug Hughes and Jim Inman are in the studio with the first Question-and-Answer Show of 2025. There are a variety of questions planned for this episode on transferring funds from a 529 college plan to another beneficiary, Health Savings Accounts (HSAs), the new Windfall Elimination Provision, 2025 catch-up updates on investment accounts and a few questions on IRAs.