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CFP® Explains: How to contribute to a Roth Account WITHOUT paying more income tax this year!

2.7K views· 167 likes· 4:51· Mar 9, 2024

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Do you want to contribute to a Roth account without paying more in income tax this year? Join Julia Lembcke, Certified Financial Planner and Managing Director of URS Advisory as she shows you how to do this in less than 5 minutes. 00:00:00 How to Contribute to a Roth Account Without Paying More in Income Tax 00:00:23 Tips for Minimizing Lifetime Tax Burden and Current Year Tax Burden 00:00:53 The Importance of Understanding Employer Benefits 00:01:28 The Benefits of Saving in a Roth 401(k) 00:02:12 Maximizing Retirement Savings with High Deductible Health Plans 00:02:51 Benefits of a Health Savings Account (HSA) 00:03:27 Maximizing Contributions to Retirement and Health Savings Accounts 00:03:53 Maximizing Tax Savings with Roth 401k and HSA Contributions Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions. #RothIRA #Roth401k #HSAs #retirementplanning #retirementaccounts #taxsavings #taxstrategies #personalfinance #investing #savingmoney #financialplanning #wealthbuilding #moneytips #financetips #retireearly #notaxincrease #taxfreeretirement #healthsavingsaccounts #401kcontributions #rothcontributions #taxdeductions #hsa #tripletaxfree #rothonsteroids #kill2birds1stone #retirewealthy #retirehappy #retirecomfortably

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