098: HSA Tax Advantages with Marty James, CPA

The Guided Retirement Show

محتوای ارائه شده توسط Dean Barber. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dean Barber یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

12M ago 20:06

MP3•خانه قسمت

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 قسمت

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