EarnTaxes

HerMoney Podcast: Talk Taxes To Me (Episode 148)

Kelly Hultgren  |  February 13, 2019

With Valentine’s Day tomorrow, we decided to romance you with an entire show dedicated to your taxes.

We shouldn’t have, right? But we did—because this will be the first filing season that taxpayers see the full effects of the tax reform that was passed in 2017. And given that this was one of the biggest overhauls of the tax code in over 30 years, there will be tons of changes. Will they affect you? Let’s find out. Our date and tax expert this week is Maggie Klokkenga, senior advisor at Clayton Financial Group. Maggie is both a CPA and CFP®, and, best of all, she’s a longtime HerMoney community member. (What? You’re not in our private Facebook group?) In Mailbag, we answer your questions on backdoor Roth IRAs, 529 savings plans, tax software and filing jointly. Plus: If you’re one of the many people who didn’t adjust their tax withholding last year—or you can’t remember the last time you did—then it’s time to do that. We tell you how.

As always, thank you for listening. To improve the show, we’re conducting a survey to learn more about you, what you think and what you want more (or less) of moving forward. The survey should take five minutes of your time. As a thank you—upon completion—we’ll enter you into our giveaway of $100 Amazon gift cards and signed copies of Jean’s new book, “Women With Money.” Please share your opinion here: https://hermoney.com/survey

Resources mentioned in the show:
IRS Withholding Calculator
NerdWallet Withholding Calculator

This podcast is proudly supported by Edelman Financial Engines. Let our modern wealth management advice raise your financial potential. Get the full story at EdelmanFinancialEngines.com. Sponsored by Edelman Financial Engines – Modern wealth planning. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416

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The HerMoney podcast is supported by      Edelman
All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM1969416


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