Keep What's Yours

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

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!

2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates

Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE Act 2.0 retirement opportunities, capital gains tax strategies, inherited IRA distribution planning, summer camp tax credits, long-term care premium deductions, and the growing role of AI at the IRS and in tax preparation. Whether you're preparing for retirement, managing investments, or simply looking to reduce your tax burden, this episode offers practical strategies to help you keep more of what you earn. 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!

2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think

In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates, inflation, and the future of U.S. debt. They also celebrate the 50th anniversary of Capital Advisory Group and discuss key tax-saving opportunities hidden inside the “Big Beautiful Bill,” including deductions for vehicle loan interest, charitable giving updates, gambling loss limitations, and retirement tax strategies. Plus, Jeff explains why so many Americans unknowingly overpay in taxes and how small adjustments could potentially save thousands each year. 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!

2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money

2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Jeff Zufall

2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026

Now that tax season is over, what’s next? In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest tax-saving opportunities most people miss—and how to fix them before it’s too late. From Roth conversion mistakes and overlooked deductions to new IRS rules on tips, overtime, and gambling losses, Jeff explains how small decisions today can cost (or save) you thousands next year. Plus, we cover major economic headlines including inflation, interest rates, and a surprising shift in U.S. debt levels. If you want to stop leaving money on the table and start building a smarter tax strategy, this episode is your roadmap. 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!