Ep 148: Talk Taxes To Me

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 13 February 2019

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 and we should, 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, which is how we met. 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: http://hermoney.com/survey Resources mentioned in the show: IRS Withholding Calculator: https://bit.ly/2aLxK0A NerdWallet Withholding Calculator: https://bit.ly/2X0zcCk Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an airwave media podcast.
0:04.0	Hi, it's Jean Chatsky.
0:06.0	Before we start the show, I just want to say thank you for listening.
0:09.0	Whether you've been with us from day one or you're coming to us for the first time it means a lot to us
0:15.6	and we want to make sure we're producing the show you want, which is why we're conducting
0:20.9	a very brief listener survey. You can find the link in the show's
0:25.7	description graph or head to Her Money.com slash survey. To say thank you we've got some
0:32.0	prizes on the table but it'll only take a couple of minutes,
0:35.0	and you'll reap the reward by hearing more of what you want.
0:39.0	Now let's talk money. Her money is supported by Fidelity Investments. We want you to demand more from your money,
0:50.0	so start by knowing what you own and owe will help you take the next step at
0:55.0	fidelity.com slash demand more now. Her money comes to you through PRX.
1:09.0	Hey everybody, it's Gene Chatsky, and since Valentine's Day is tomorrow, we decided to romance you with an entire show dedicated to, yep, your taxes. Oh know I know you're thinking you shouldn't have but we did and we
1:27.8	should because this is going to be the first filing season that taxpayers will see the
1:32.4	full effects of the tax reform law that was
1:35.0	passed in 2017 and given that this was one of the biggest overhauls of the tax code in over 30 years there will be a lot of changes.
1:47.2	Will they affect you?
1:48.5	We are going to help you find out.
1:50.4	Our date for today and tax expert this week is Maggie Clockingay.
1:55.6	She is senior advisor at Clayton Financial Group.
1:58.6	They're an independent advisory firm in St. Louis.
2:02.0	She's both a certified public accountant and a
	...

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