How long do you need to have the HDHP in order to fully fund an HSA?

[James21]

Just as an update- doing my own research. It appears IRS Publication 969 and IRS Instructions for Form 8889 (Line 3 Limitation Chart and Worksheet) are...

[James21]

Hello, hopefully a quick question that someone may know the answer on.

My wife is leaving her job with a HDHP and HSA at the end of this...

[James21]

Thanks for the reply.

Interesting perspective on the possible liability of having our team paying Large AUM fees. Our current FA and 401k...

[James21]

I'm working with my partner at a small dental practice (~12 employees not including the 2 dentists) to change over our 401k plan. He has been with an...

[James21]

Hey, I realize this post is a couple years old and had searched for anything about Voya because we are considering switching our 401K to them as our 401K...

[James21]

More of a non-financial question but I am a part-owner of a dental practice and received the first PPP loan (and was extremely grateful to have it bridge...

[James21]

Thank you to those who responded. A lot of that makes sense as I think about it. It seems on the one hand that there are more people who have more flexibility...

[James21]

Hello, my wife and I are looking for help! We are in Arizona. I am a dentist (out in practice for 4 years) and my wife is a newly graduated attorney with...

[James21]

I think it was regarding concern if they could/would change the reporting requirements after receiving the funds. From all I have heard though, they have...

[James21]

Nothing yet on my end either. Are any of you worried about the "reporting" requirements that they can tack on with the money? I wasn't myself...

[James21]

My dental office has been looking at making a 401K change as well and we looked into both Guideline and Employee Fiduciary as options (as they are both...

[James21]

Very true. You’re absolutely right that HHS has attempted to clarify already with the FAQs. I just like seeing a consensus and we’ll probably have...

[James21]

I had another dentist pass this along to me. It's beyond me to interpret how this will ultimately be applied but this is a YouTube presentation regarding...

[James21]

Are there any repercussions to taking the money or is this purely a reimbursement? No terms or conditions to taking the money? For planning purposes,...

[James21]

EntrepreneurMD What state are you in? And where did you find that "bridge loan"?

I am a partner of a small dental practice in Arizona...

[James21]

Hello all, I'm tagging along on this post because I am currently looking at buying into a practice myself and had heard the same thing about the banks...