A Better Brew 4 A Brighter You

Brew Up Some Tax Savings Next Year


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Ep:12

  • Episode: Brew Up Some Tax Savings for Next Year!

  • Disclaimer: The information in this podcast is for educational and informational purposes only and does not constitute financial or tax advice. Consult with a qualified professional for advice tailored to your specific situation.

    Tax Day is officially behind us – phew! But now’s actually the perfect time to get ahead of the game for next year. In this fresh pour of financial wisdom, we're breaking down three simple and powerful ways to lower your tax bill before next April even hits.

    From boosting your retirement savings, tapping into the triple-tax power of HSAs, to making your charitable giving work smarter for you – we’ve got tips that are practical, proactive, and brewed just right for your brighter financial future.

    ✨ Sip along as we cover:
    ☕️ Traditional 401(k)/IRA tax perks
    ☕️ The hidden magic of Health Savings Accounts (HSAs)
    ☕️ Strategic giving that pays off

    Whether you’re tax-season-weary or future-focused, these tips will keep your financial cup full year-round. Let’s make next year’s Tax Day a little less stressful and a lot more rewarding.

    🎧 Tune in, take notes, and don’t forget to check the show notes for helpful IRS resources!

  • IRS Resources Mentioned:

    • Topic No. 424 (401(k) Plans): [https://www.irs.gov/taxtopics/tc424]

    • Topic No. 451 (IRAs): [https://www.irs.gov/taxtopics/tc451]

    • Publication 969 (HSAs): [https://www.irs.gov/pub/irs-pdf/p969.pdf]

    • Topic No. 506 (Charitable Contributions): [https://www.irs.gov/taxtopics/tc506]

    • Publication 526 (Charitable Contributions): [https://www.irs.gov/pub/irs-pdf/p526.pdf]


Connect with us: [https://www.instagram.com/betterbrewedfinance/]

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A Better Brew 4 A Brighter YouBy 8Bit Media