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627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

FromRadical Personal Finance


627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning

FromRadical Personal Finance

ratings:
Length:
33 minutes
Released:
Feb 18, 2019
Format:
Podcast episode

Description

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
Released:
Feb 18, 2019
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.