Retirement Quick Tips with Ashley

Tax Time | Recap + Highlights - Ep. 126


Listen Later

It’s Sunday, which means...It’s recap time!

The theme for this week was: Tax Time! CPAs don’t even like tax time (trust me, I’m married to one). Can you think of a more depressing way to spend the late winter months than doing your taxes?!

I’m talking taxes this week, because mid-February is when you’ll want to kick your tax planning and prep into high gear so you can file your taxes and move on with your life.

In case you missed any of this week’s episodes, here’s what we covered:

  • Why you should stop getting excited about your tax refund
  • How to get organized with your taxes and a free pdf checklist to help with your tax prep
  • A rundown of the Tax Cuts and Jobs Act, which is the biggest tax law change since the 1980s
  • How the new tax law has changed the rules for Roth Conversions
  • And...above the line tax deductions you can still take

If you missed any of these episodes, you can find them on iTunes by searching for the “One Minute Retirement Tip with Ashley”.

That’s it for this week! Thanks for listening.

Tomorrow, come on back, because we’re starting a brand new theme: Creating Your Strategic Plan for retirement. All well-run businesses have a strategic plan. A clear vision, mission, a plan for how they’re going to get where they want to go. If you’re serious about living a fulfilled retirement, I suggest you put a strategic plan in place for your retirement, and next week, I’ll show you how it’s done.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

----------

>>> Subscribe on iTunes: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

----------

Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, tax cuts and jobs act, tax reform, trump tax cuts, trump tax reform summary, trump tax cuts 2018, standard deduction, standard deduction 2018, IRA deduction, 401k deduction, hsa account, hsa deduction, roth ira, roth conversion, roth ira conversion, roth 401k, roth 401k conversion, tax prep checklist, tax preparation checklist 2018, tax preparation, CPA, turbo tax, tax withholding, tax withholding 0 or 1, 2018 withholding

...more
View all episodesView all episodes
Download on the App Store

Retirement Quick Tips with AshleyBy Ashley Micciche

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

52 ratings


More shows like Retirement Quick Tips with Ashley

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,955 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

810 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,333 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

548 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

700 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

620 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

930 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

204 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

584 Listeners

Money Moves with Jill Schlesinger by CBS News

Money Moves with Jill Schlesinger

435 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners