Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
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Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
107. How We Invest for Retirement as Accountants: Step-by-Step from Carson
What Your CPA Wants You to Know
22 minutes
2 months ago
107. How We Invest for Retirement as Accountants: Step-by-Step from Carson
Send us a text We walk through our sequence for retirement contributions! Here's how we invest our money as accountants! • Start with any employer matching funds available - it's free money and an immediate 100% return • Max out a Roth IRA if eligible ($7,000 limit for 2025, $8,000 if over 50) • Aim to save 15% of income for retirement (12-20% range is generally recommended) • Business owners should consider a Solo 401(k) rather than SEP IRA when operating as an S-corp • Solo 401(k)s allow b...
What Your CPA Wants You to Know
Send us a text We unpack how gambling wins turn into taxable income even when you net a loss, why Oklahoma’s rules are especially harsh, and how marketplace health credits can trigger surprise paybacks. We close with a Texas update on tax-related credits for nonpublic education. Email us at Carson@sandsco.net Support the show Create a STAN Store - Click here to try it out! Here's where you can find us! Shop our business guides! Our Instagram Page Our family page
