SLW #160 | Maximize Your TAX Contributions
Manage episode 472065488 series 2910041
Join financial advisors Mark Trice and Jesse Hamilton as they break down strategies to optimize your tax contributions before April! Learn how maximizing your contributions to Traditional and Roth IRAs, 401(k)s, and HSAs to shrink your taxable income and boost your retirement savings. This episode covers income-based deductibility, triple-tax-advantaged HSAs, and practical moves like redirecting windfalls to cut your tax bill. Whether you’re under 50 or leveraging catch-up contributions, we're here to offer professional insights to strengthen your financial future.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com
Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN
138 episoade