Couverture de Keep What's Yours

Keep What's Yours

Keep What's Yours

De : Jeff Zufall - Capital Advisory Group Inc.
Écouter gratuitement

Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. Direction Economie Management Management et direction
Épisodes
  • 2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future

    2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future
    Jun 27 2026
    The tax code changes every year—Looking for ways to legally reduce your taxes and build long-term wealth? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss practical tax-saving strategies available under the latest tax law, including Health Savings Accounts (HSAs), 529 college savings plans, capital gains planning, Medicare tax strategies, and why proactive tax planning can save thousands over time. They also break down the Federal Reserve's latest interest rate decisions, inflation concerns, the explosive rise of SpaceX and artificial intelligence, and how these trends could impact investors and retirees. Whether you're building wealth, planning for retirement, or simply trying to reduce your tax bill, this episode offers practical insights to help you keep more of what you've earned. Are you taking advantage of every opportunity available to reduce your taxes in 2026? Call Capital Advisory Group at 636-394-5524 today!
    Afficher plus Afficher moins
    50 min
  • 2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money

    2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money
    Jun 6 2026
    Looking for legal ways to lower your taxes and build wealth? On this episode of Keep What's Yours, Senior Tax Strategist and Wealth Advisor Jeff Zufall explains how the latest IRS changes can help you maximize Health Savings Accounts (HSAs), reduce taxable income, optimize 401(k) and IRA contributions, avoid costly backdoor Roth IRA mistakes, and create a smarter retirement strategy. Jeff also discusses tax bracket planning, dynamic financial planning, the new tax provisions under the One Big Beautiful Bill, and how taxpayers may qualify for IRS penalty refunds from the COVID era. Whether you're planning for retirement, managing investments, or simply trying to pay less in taxes, this episode offers practical tax planning strategies for 2026 and beyond. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
    Afficher plus Afficher moins
    47 min
  • 2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates

    2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates
    May 30 2026
    Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE Act 2.0 retirement opportunities, capital gains tax strategies, inherited IRA distribution planning, summer camp tax credits, long-term care premium deductions, and the growing role of AI at the IRS and in tax preparation. Whether you're preparing for retirement, managing investments, or simply looking to reduce your tax burden, this episode offers practical strategies to help you keep more of what you earn. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
    Afficher plus Afficher moins
    52 min
adbl_web_anon_alc_button_suppression_t1
Aucun commentaire pour le moment