098: HSA Tax Advantages with Marty James, CPA

The Guided Retirement Show

コンテンツは Dean Barber によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Dean Barber またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

12M ago 20:06

MP3•エピソードのホーム

We’re thrilled to have one of Modern Wealth Management’s newest team members, Marty James, CPA, join Dean Barber on The Guided Retirement Show. This will actually be Marty’s second appearance on the podcast, though. He previously joined Dean to discuss tax planning strategies in August 2022. On this episode, Marty and Dean will talk about some very specific tax strategies when it comes to HSAs.

Marty believes that HSAs are one of the most underutilized and misused part of the tax code. He’s going to explain why that is and how to use your HSA effectively.

In this podcast interview, you’ll learn:

The Misconceptions About HSAs
How to Maximize Your HSA
Examples of Expenses Covered by HSA Plans
Why You Should Look at an HSA as a Retirement Savings Account

Ask a Question: https://bit.ly/40yvyRt

Meet with us: https://bit.ly/49pzurD

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/98

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

114 つのエピソード

#Trading #Business #Marketing #Dean Barber #Retirement #Barberfinancialgroup #Charliepodpostmediacom #Deanbarber #Estateplanning #Insurance #Personalfinance #Socialsecurity #Investing #Tax