Sign up to save your podcasts
Or
Share Maximize your tax-deferred annual contributions and annual gifting
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Maximize your tax-deferred annual contributions and annual gifting
Jennifer Gartenberg, Managing Director at Mesirow, joins Jon Hansen on Your Money Matters to discuss tax-deferred contributions, HSA accounts, and annual gifting. Jennifer talks about maximizing your annual gifting and how you can gift $19,000 without gift or estate tax if single, or up to $38,000 if married. For more information, visit www.mesirow.com.
https://serve.castfire.com/audio/7848510/7848510_2025-12-08-235010.64kmono.mp3
Recent Posts
Mesirow Monday
Mesirow Monday: Converting an IRA to a Roth IRA
.cls-7{fill:#fff;fill-rule:evenodd}
Maximize your tax-deferred annual contributions, gifting
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: The spirit of giving and its tax benefits
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: Learning lessons from financial missteps
.cls-7{fill:#fff;fill-rule:evenodd}
Why to increase your 401(K) contributions for 2026
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
Recent Posts
Your Money Matters
Craig Bolanos: People are missing the bigger picture
.cls-7{fill:#fff;fill-rule:evenodd}
Innovation DuPage highlights HACIA and Alvarez Inc.
.cls-7{fill:#fff;fill-rule:evenodd}
Misconceptions of homeowners who have mortgages
.cls-7{fill:#fff;fill-rule:evenodd}
Nonprofit Fulu offers $10K bounty for device bug repairs
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: Converting an IRA to a Roth IRA
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
View all episodes
By wgnradio.com
5
55 ratings
Jennifer Gartenberg, Managing Director at Mesirow, joins Jon Hansen on Your Money Matters to discuss tax-deferred contributions, HSA accounts, and annual gifting. Jennifer talks about maximizing your annual gifting and how you can gift $19,000 without gift or estate tax if single, or up to $38,000 if married. For more information, visit www.mesirow.com.
https://serve.castfire.com/audio/7848510/7848510_2025-12-08-235010.64kmono.mp3
Recent Posts
Mesirow Monday
Mesirow Monday: Converting an IRA to a Roth IRA
.cls-7{fill:#fff;fill-rule:evenodd}
Maximize your tax-deferred annual contributions, gifting
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: The spirit of giving and its tax benefits
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: Learning lessons from financial missteps
.cls-7{fill:#fff;fill-rule:evenodd}
Why to increase your 401(K) contributions for 2026
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
Recent Posts
Your Money Matters
Craig Bolanos: People are missing the bigger picture
.cls-7{fill:#fff;fill-rule:evenodd}
Innovation DuPage highlights HACIA and Alvarez Inc.
.cls-7{fill:#fff;fill-rule:evenodd}
Misconceptions of homeowners who have mortgages
.cls-7{fill:#fff;fill-rule:evenodd}
Nonprofit Fulu offers $10K bounty for device bug repairs
.cls-7{fill:#fff;fill-rule:evenodd}
Mesirow Monday: Converting an IRA to a Roth IRA
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
More shows like Your Money Matters with Jon Hansen
View all
Hamp and O'B
127 Listeners
Dane Neal
1 Listeners
Chicago Blackhawks
44 Listeners
HouseSmarts Radio with Lou Manfredini
15 Listeners
The Chicago Way
1,159 Listeners
Blackhawks 720
35 Listeners
The Mincing Rascals
433 Listeners
uh-PARENT-ly
51 Listeners
Noon Business Lunch
9 Listeners
City Club of Chicago
4 Listeners
Karen Conti
10 Listeners
Hush Loudly
21 Listeners
Bob Sirott
47 Listeners
John Landecker
8 Listeners
This Week in Wealth
1 Listeners
On the Map
0 Listeners
The WGN Radio Football Podcast
10 Listeners
The Althimer Show
0 Listeners
on your radar
0 Listeners