Sep 6, 2024
Learn how to lower your taxable income and reduce student loan payments by optimizing pretax benefits like 401(k)s, IRAs, Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and more. Financial experts Meagan McGuire and Connor Pierce guide you through these valuable strategies.
In today’s episode:
09:18 Strategies for maximizing retirement savings as a sole proprietor
16:49 How to reimburse medical expenses from previous years tax-free
26:07 Why a Roth IRA may be a smart choice for a lower-income tax strategy
34:05 The benefits of filing a tax extension to keep your student loan payment low
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