2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money

2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money

From Keep What's Yours by Jeff Zufall - Capital Advisory Group Inc.

June 6, 2026 · 47 min

About this episode

Jeff Zufall discusses strategies for lowering taxes and building wealth through HSAs and retirement planning.

Looking for legal ways to lower your taxes and build wealth? On this episode of Keep What's Yours, Senior Tax Strategist and Wealth Advisor Jeff Zufall explains how the latest IRS changes can help you maximize Health Savings Accounts (HSAs), reduce taxable income, optimize 401(k) and IRA contributions, avoid costly backdoor Roth IRA mistakes, and create a smarter retirement strategy. Jeff also discusses tax bracket planning, dynamic financial planning, the new tax provisions under the One Big Beautiful Bill, and how taxpayers may qualify for IRS penalty refunds from the COVID era. Whether you're planning for retirement, managing investments, or simply trying to pay less in taxes, this episode offers practical tax planning strategies for 2026 and beyond. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

People in this episode

Host: Jeff Zufall

Topics covered

  • tax planning
  • retirement strategy
  • Health Savings Accounts
  • IRS changes
  • wealth building

Keywords

  • taxes
  • retirement
  • HSAs
  • 401(k)
  • IRA
  • tax bracket planning
  • financial planning
  • IRS penalty refunds

Mentioned in this episode

Organizations: Capital Advisory Group Inc.

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