How to Maximize Tax Deductions and Secure Your Financial Future

from MoneyRx for CRNAs and NPs · host Brett Fellows, CFP®

In this episode, host Brett Fellows delves into strategies to maximize tax deductions for Certified Registered Nurse Anesthetists (CRNAs), providing insights on tax planning, investment management, IRAs, 401k and 403b plans, Health Savings Accounts (HSAs), and 529 plans. [03:57] Understanding tax loss harvesting. [05:32] Exploring IRAs: Traditional vs. Roth.[07:15] Breaking down 401k and 403b plans.[08:57] The triple tax benefits of Health Savings Accounts (HSAs). [10:40] How charitable contributions can help lower your tax bill. [11:56] Tax-Efficient account withdrawal strategies. [14:25] Anesthesia Anecdotes: Brett’s tips for mindfulness and stress management. For more information and resources related to this episode, please visit the show notes.

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This episode is 18 minutes long.

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This episode was published on October 2, 2024.

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