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: IG: @718taxservices THANK YOU FOR LISTENING! #TaxPlanning #Retirement #FinancialEducation #AboutThatWallet Get My Habit Journal: Join the About That Wallet 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: Twitter: Website: Email: Anthony@ -- 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.
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