The Spend Life Well Show

SLW #160 | Maximize Your TAX Contributions


Listen Later

Send us a text

Join financial advisors Mark Trice and Jesse Hamilton as they break down strategies to optimize your tax contributions before April! Learn how maximizing your contributions to Traditional and Roth IRAs, 401(k)s, and HSAs to shrink your taxable income and boost your retirement savings. This episode covers income-based deductibility, triple-tax-advantaged HSAs, and practical moves like redirecting windfalls to cut your tax bill. Whether you’re under 50 or leveraging catch-up contributions, we're here to offer professional insights to strengthen your financial future.

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice

OTHER RESOURCES:

  • ✍️Kingdom Advisors | https://kingdomadvisors.com
  • ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

...more
View all episodesView all episodes
Download on the App Store

The Spend Life Well ShowBy ClearVista Financial