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July 8, 2024

Tax Takeover | Retire Hour

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Season 7

Retire Hour is taken over by taxes as CPA Joshua Cicora hosts our financial advisors to discuss rolling IRAs, Roth IRAs, HSAs, and LLC vs S-Corps.

 

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00:21 How To Start Making Tax Moves

09:07 Rolling 401K to IRA

17:56 Listener Question: "Best mix of Roth vs Traditional IRAs?"

26:13 Medicare and HSAs

35:11 Estate Planning and Knowing LLC vs S-Corps

44:15 Withholding Taxes