42 min
S4E64: [Angelina King] Navigating Post-Tax Season Strategies ABOUT THAT WALLET
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- Développement personnel
Considering retiring in a tax-free state to optimize your finances? In this episode, we're joined by Angelina King from 718 Tax Services to demystify post-tax season strategies and how to prepare for the next. Whether you're a W-2 employee, a small business owner, or on the brink of retirement, Angelina shares invaluable tips on reducing tax liability and making the most of your financial planning.
In this episode, you'll learn:
- How to adjust your withholdings to avoid owing taxes at the end of the year.
- The benefits of maximizing contributions to retirement accounts like 401(k)s and IRAs.
- The importance of understanding capital gains and losses for tax harvesting.
- Strategies for homeowners planning to sell their property and relocate for retirement.
- Tips for new parents on creating financial security for their children's future.
The key moments in this episode are:00:00:00 - Maximizing Retirement Contributions 00:01:54 - Introduction and Post-Tax Return Preparation 00:03:12 - Taking Advantage of Pre-Tax Services 00:07:36 - Adjusting Withholdings and Standard Deduction 00:11:39 - Extension Deadline and Filing Process 00:17:48 - Investing in Dividend Accounts 00:19:42 - Lost IRS Check 00:20:53 - Proposed Capital Gains Tax 00:28:11 - Retiring and Moving to Tax-Free States 00:33:02 - Being a Good Steward of Money 00:34:46 - The Importance of Lending 00:35:13 - Worst Money Mistakes 00:35:48 - Favorite Financial Books 00:38:36 - Favorite Dish and Cultural Roots 00:39:44 - Connecting with Angelina
More about Angelina King:
https://www.718taxservices.com/
IG: @718taxservices
THANK YOU FOR LISTENING!
#TaxPlanning #Retirement #FinancialEducation #AboutThatWallet
Get My Habit Journal: https://amzn.to/3U4r44
Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter
Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.
Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: Anthony@aboutthatwallet.com
--
DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.
Episode 252
---
Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support
Considering retiring in a tax-free state to optimize your finances? In this episode, we're joined by Angelina King from 718 Tax Services to demystify post-tax season strategies and how to prepare for the next. Whether you're a W-2 employee, a small business owner, or on the brink of retirement, Angelina shares invaluable tips on reducing tax liability and making the most of your financial planning.
In this episode, you'll learn:
- How to adjust your withholdings to avoid owing taxes at the end of the year.
- The benefits of maximizing contributions to retirement accounts like 401(k)s and IRAs.
- The importance of understanding capital gains and losses for tax harvesting.
- Strategies for homeowners planning to sell their property and relocate for retirement.
- Tips for new parents on creating financial security for their children's future.
The key moments in this episode are:00:00:00 - Maximizing Retirement Contributions 00:01:54 - Introduction and Post-Tax Return Preparation 00:03:12 - Taking Advantage of Pre-Tax Services 00:07:36 - Adjusting Withholdings and Standard Deduction 00:11:39 - Extension Deadline and Filing Process 00:17:48 - Investing in Dividend Accounts 00:19:42 - Lost IRS Check 00:20:53 - Proposed Capital Gains Tax 00:28:11 - Retiring and Moving to Tax-Free States 00:33:02 - Being a Good Steward of Money 00:34:46 - The Importance of Lending 00:35:13 - Worst Money Mistakes 00:35:48 - Favorite Financial Books 00:38:36 - Favorite Dish and Cultural Roots 00:39:44 - Connecting with Angelina
More about Angelina King:
https://www.718taxservices.com/
IG: @718taxservices
THANK YOU FOR LISTENING!
#TaxPlanning #Retirement #FinancialEducation #AboutThatWallet
Get My Habit Journal: https://amzn.to/3U4r44
Join the About That Wallet Newsletter! https://aboutthatwallet.com/newsletter
Continue to support the show by subscribing, sharing, and leaving comments on your favorite platforms. This helps others find valuable financial insights.
Follow Me:
IG: https://instagram.com/aboutthatwallet
Twitter: https://twitter.com/aboutthatwallet
Website: https://aboutthatwallet.com
Email: Anthony@aboutthatwallet.com
--
DISCLAIMER: The content in this audio is for educational purposes only. You must do your own research and make the best choice for you. If you need advice, please contact a qualified professional.
Episode 252
---
Send in a voice message: https://podcasters.spotify.com/pod/show/aboutthatwallet/message
Support this podcast: https://podcasters.spotify.com/pod/show/aboutthatwallet/support
42 min