Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35) from The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement

Episode image — Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)
The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement
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Episode · 50:27 · Feb 26, 2025
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How does your savings strategy impact your financial future, particularly with tax season looming and new contribution limits set for 2025? Jim KruzanCFP®, CRPC® and guest Dylan Stewart, a Certified Financial Planner™ and Certified Public Accountant, unravel the concept of tax-efficient waterfall funding—an approach crafted to maximize your savings efficiency while minimizing tax burdens. Together, … Read More Read More

50m 27s · Feb 26, 2025

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Your Biggest Lifetime Expense? Taxes. Here’s How to Pay Less and Save More with Dylan Stewart, CFP®, CPA (Ep. 35)

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