Smart Money Moves: Tax-Saving Strategies Before Year-End

Protect Your Assets

Content provided by Mari and Protect Your Assets | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mari and Protect Your Assets | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

9M ago 43:07

MP3•Episode home

In this episode of Protect Your Assets, David Hollander shares crucial tax insights as 2024 approaches. This episode is a must-listen for anyone looking to minimize their tax burden before the year concludes. David, with over 30 years’ experience in tax planning, estate law, and wealth management, provides actionable advice on a range of topics, including adjusting tax withholdings, maximizing 401(k) contributions, leveraging Health Savings Accounts (HSAs), and understanding capital gains tax exemptions. The podcast also delves into specific tax-saving strategies such as net unrealized appreciation (NUA) and qualified charitable distributions (QCDs), helping listeners navigate complex financial terrain with greater ease. Whether you're concerned about retirement planning, stock options, or reducing your tax liability, this episode offers valuable tips and strategies to make your money work smarter, not harder.

You can send your questions to questions@pyaradio.com for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com

Liberty Group website: https://libertygroupllc.com/

Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

537 episodes

#Business #Trading #Business News #News #Mary #Protect Your Assets / Cumulus Media San Francisco #Market Segmentation