Important Money Decisions: Taxes, Investing, and Benefits
- roshanloungani
- 2 days ago
- 1 min read
RL239 – Important Money Decisions: Taxes, Investing, and Benefits
In this episode of the Retirement Lifestyle Show, Adrian Nicholson discusses important financial decisions related to taxes, investing, and benefits. He emphasizes the significance of maximizing employer plans, understanding 529 plans, and developing effective investment strategies in a volatile market. The episode also covers the advantages of health savings accounts, the necessity of reviewing beneficiaries, and the importance of being aware of tax filing deadlines and IRA contributions.
Chapters
00:00 Important Money Decisions: Taxes, Investing, and Benefits
03:13 Understanding 529 Plans and Their Flexibility
05:35 Investment and Tax Strategies for 2026
07:24 Health Savings Accounts: A Triple Tax Advantage
08:51 The Importance of Reviewing Beneficiaries
10:14 Preparing for Tax Filing Deadlines and Contributions
Official Podcast Website: https://retirementlifestyleshow.com/important-money-decisions-taxes-investing-and-benefits/
For more links and the full show notes keep scrolling down!
Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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Full Show Notes:
Official Podcast Website: https://retirementlifestyleshow.com/
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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