The Long Game Tax Moves You Can Still Make for 2023 and The Truth On Private Equity
Mar 1, 2024
Discover tax moves for 2023, proactive vs. reactive tax planning, and insights into private equity. Learn about maximizing tax savings with solo 401k, utilizing HSAs for medical expenses, and the risks of private equity investments.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Strategic Tax Planning for Optimized Savings
02:20 • 6min
Exploring the Benefits and Flexibility of Health Savings Accounts (HSAs)
07:58 • 2min
Strategic Retirement Planning and Private Equity Investments
09:56 • 11min
Navigating the Realm of Private Investments with Care and Realistic Expectations
20:54 • 4min