For episode 14, David takes the helm to tackle common tax strategies and how they can optimize your financial plan. His key point is to utilize all the company benefits available to you for maximum tax advantages. Lastly, Chase shares his philosophy on balancing tax efficiency with smart portfolio management. Enjoy!
(3:50) Salary deductions - HSA + 401k
(6:50) Salary deductions - FSA + extra benefits
(12:00) Roth IRA's + 529's
(17:20) Tax harvesting
(22:45) Doxa's philosophy
**This episode should be used solely for informational purposes and should not be used as tax advice. Please consult a tax advisor/accountant/financial planner for advice relevant to your own situation**
All feedback is good feedback and don't forget to subscribe! Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms. Past performance is not always predictive of future results.
For terms and conditions, please visit our website at https://doxacap.com/terms-conditions/
Music by Agent Method