Episode 215: You Filed Your Taxes. What Comes Next?

Women's Money Wisdom

Whether you’ve already filed your taxes or still need to request an extension, Melissa Joy shares her post-tax season tips and tricks. Discover how you can pave the way for a smoother tax season experience and take control of your money in the year ahead.

Listen and Learn:

• Why it’s important to discuss taxes with your financial advisor
• Which resources you should use during tax season and after
• When to consider reviewing and adjusting your tax withholdings

Resources:

1. How to Extend Your Federal Taxes
2. State of Michigan Tax Extension
3. Tax Aware Investment Strategies Webinar
4. Tax Withholding Calculator (IRS)
5. Tax Withholding – How to Get it Right
6. Restricted Stock Taxation

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

Capitoli

1. Episode 215: You Filed Your Taxes. What Comes Next? (00:00:00)

2. Tax Season Action Items for Women (00:00:01)

3. Maximizing Tax Efficiency in Investments (00:13:39)

4. Supporting the Women's Money Wisdom Podcast (00:20:03)