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Three New Tax Mistakes Doctors Will Make in 2023
Manage episode 426887157 series 3584152
Kandungan disediakan oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physician need to know about these changes and how to adjust your IRA, 401K, and HSA accounts accordingly. These small adjustments are a necessity and could put money in your pocket.
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IN THIS EPISODE
- [1:25] What is happening with backdoor Roths or IRAs?
- [3:23] How has the limit for a 401K changed?
- [9:32] How can a physician underfund the HSA accounts?
- [11:58] What is the difference between HSA vs. FSA?
- [13:53] How do these investments create financial security?
LINKS MENTIONED
Email podcast@physicianfamily.com to get the FREE Overtaxed Doctors Guide to Retirement 2022 Edition Guide. Email now to get yours because next year it will no longer be free!
NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Disclaimer: See marketing disclosures at www.physicianfamily.com/disclosures.
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