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3 Year End Tax To-Do's
Manage episode 389501782 series 2984409
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Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss:
- How your 401K contributions affect your taxes and what strategies you could employ to position yourself in a more favorable position
- Strategies for grouping your donations/deductions to maximize your potential deduction position
- The benefits of contributing to an HSA and why it can provide multiple advantages
Watch Here: https://youtu.be/3lqqfxnuAyY
Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:
cshepard@foundationwealthpartners.com
Securities offered through LPL Financial member, FINRA slash SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision
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