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313 Carry-forward contributions – increase your tax return and boost your retirement savings
Manage episode 365169885 series 2872239
Contenido proporcionado por Michael & Ali of Money Over 50 Financial Advisers and Ali of Money Over 50 Financial Advisers. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael & Ali of Money Over 50 Financial Advisers and Ali of Money Over 50 Financial Advisers o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
July 1st, 2024 is just over a year away, and it’s an important date for the financially savvy.
In this episode, Dallas and Ali discuss the yearly concessional contributions cap and what the carry forward opportunities mean for you. Making the most of this opportunity doesn’t just boost your tax savings; it also increases your retirement savings, too.
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337 episodios
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Manage episode 365169885 series 2872239
Contenido proporcionado por Michael & Ali of Money Over 50 Financial Advisers and Ali of Money Over 50 Financial Advisers. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Michael & Ali of Money Over 50 Financial Advisers and Ali of Money Over 50 Financial Advisers o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
July 1st, 2024 is just over a year away, and it’s an important date for the financially savvy.
In this episode, Dallas and Ali discuss the yearly concessional contributions cap and what the carry forward opportunities mean for you. Making the most of this opportunity doesn’t just boost your tax savings; it also increases your retirement savings, too.
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337 episodios
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