Thank you in advance for reading:
HSAs - Married filing jointly. So, last year, I was the primary and contributed $7750 and DH contributed $1000. Can we switch this year and make him the primary (switching amounts basically) so that we end up with equal HSAs? (Yes to enrolled in HDHP HSA eligible plan).
TIRA - He worked a little this year - gross of $5,055.80 - and contributed only $559.14 to the company 403b plan. So - can he contribute $4496.66 to a (personal) traditional IRA acct at, say Schwab, etc., (with catchup)?
HSAs - Married filing jointly. So, last year, I was the primary and contributed $7750 and DH contributed $1000. Can we switch this year and make him the primary (switching amounts basically) so that we end up with equal HSAs? (Yes to enrolled in HDHP HSA eligible plan).
TIRA - He worked a little this year - gross of $5,055.80 - and contributed only $559.14 to the company 403b plan. So - can he contribute $4496.66 to a (personal) traditional IRA acct at, say Schwab, etc., (with catchup)?
Last edited: