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SLW #160 | Maximize Your TAX Contributions

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Manage episode 472065488 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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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:

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

  continue reading

142 episodes

Artwork
iconShare
 
Manage episode 472065488 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

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:

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

  continue reading

142 episodes

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