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Important year-end retirement and medical tax strategies

November 1, 2014

Here’s a fact that every business owner should know…

Depending on how you’ve structured your retirement and medical plans, our year-end tax strategies can slash your 2014 tax bill by $5,000 to $15,000 or more!

Does this sound too good to be true? Well, it is true and I’ll prove it to you.

In my new article, I’ll explain seven killer strategies that can save you a bundle. But don’t forget. 2015 is nearly here, which means now is the time to read my new article titled, Tax Tips: Year-End Retirement and Medical Tax-Deduction Strategies: 7 Ways to Pocket More Money.

Three ways our fact-filled article can help you:

  1. We’ll explain why it may make sense to convert your IRA to a Roth If your IRA investments are doing well, and you won’t need that money within five years, the Roth IRA is far superior to the traditional retirement plan. We’ll give you all the facts when you read the full article.
  2. You’ll learn why you should consider starting a Health Savings Account (HSA). If a Section 105 medical reimbursement plan doesn’t work for you, you should consider an HSA. But time is running out. You’ll get all the information you need when you read the full article.
  3. We’ll explain why you should consider modifying your 105 plan for 2014. For tax years beginning in 2014, you need to examine how Obamacare impacts your Section 105 medical reimbursement plan. (The impact can be significant!) We’ll give you all the details when you read the full article.

Filed Under: Featured Articles, Fringe Benefits, Retirement, Section 105 medical plan, Tax Planning

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