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Friday Flight - Holiday Return Hassles, Tax Relief, & Stranded by Southwest #615

Friday Flight - Holiday Return Hassles, Tax Relief, & Stranded by Southwest #615

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

The Best Legal Ways To Increase Your Tax Refund

The Best Legal Ways To Increase Your Tax Refund

There are several legal ways to increase your tax refund - and they all involve making sure that you do all the right things.

64: 2023 Real Estate Taxes: Write-Offs, Loopholes, and How to Pay Less Next Year w/Amanda Han

64: 2023 Real Estate Taxes: Write-Offs, Loopholes, and How to Pay Less Next Year w/Amanda Han

Real estate tax strategies are plentiful. In fact, real estate investing is one of the most tax-beneficial investments you could make, with a plethor…

Best Early Tax Refund Anticipation Loans

Best Early Tax Refund Anticipation Loans

Wondering who still offers early tax refund anticipation loans? Find out the most popular providers of tax refund loans and where to get one.

Why Your Tax Refund Is Going To be Smaller In 2023

Why Your Tax Refund Is Going To be Smaller In 2023

There's a strong chance your tax refund is going to be much smaller in 2023 due to the ending of many Covid-era tax credits.

Friday Flight - Cars That Last, SBFraudster, & Tricky Tax Forms #606

Friday Flight - Cars That Last, SBFraudster, & Tricky Tax Forms #606

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

TSP Contribution Limits 2023 | Roth IRA and Thrift Savings Plan IRS Limits

TSP Contribution Limits 2023 | Roth IRA and Thrift Savings Plan IRS Limits

$22,500: The 2023 Thrift Savings Plan IRS Contribution limits for the Traditional TSP and Roth TSP $6,500: The 2023 IRS contribution limits for the R…

12.15.22  Holiday Tipping Guidance  /  New Energy Tax Credits

12.15.22 Holiday Tipping Guidance / New Energy Tax Credits

This is the week for appreciating service providers with holiday tipping - more of an art than a science. Needed guidance found here. Also, Clark has…

360: Year-End Tax Tips and How to Owe Even Less in 2023

360: Year-End Tax Tips and How to Owe Even Less in 2023

If you talk about how to avoid taxes, most people will think you’re doing something fishy in the eyes of the IRS. Very few know you can use the tax c…

Over Contributing to Tax Efficient Accounts

Over Contributing to Tax Efficient Accounts

On this episode of DIY Money, Quint and Daniel discuss what happens when you contribute over the maximum in a retirement or HSA account.

Best Tax Software For Early Filers In December 2022

Best Tax Software For Early Filers In December 2022

If you're one of the early filers, which tax software is best for you? These are for people filing taxes in December or January.

WCI #291: Tax Loss Harvest Before Year End

WCI #291: Tax Loss Harvest Before Year End

Today we get into the weeds of tax loss harvesting. With the current state of the market it looks like there are a lot of out there who have decided …

The New Tax Rules for 2023 That May Increase your Paycheck!

The New Tax Rules for 2023 That May Increase your Paycheck!

In this episode of The Personal Finance Podcast, we’re going to talk about the new IRS rules or 2023 that may help you keep more money.    Join Our N…

3 Things Your Tax Preparer Won’t Tell You [And Why It Matters]

3 Things Your Tax Preparer Won’t Tell You [And Why It Matters]

Here are three things your tax preparer won't tell you that you need to ask about, including experience and how they get paid.

How to Become an IRA Millionaire in 2023 (With the New IRS Rules!)

How to Become an IRA Millionaire in 2023 (With the New IRS Rules!)

In this episode of The Personal Finance Podcast, we’re going to talk about how to become a 401(k) or IRA Millionaire with the new IRS rules.   Join O…

372. The Tax Busting Powers of Real Estate w/ Amanda Han and Matt Macfarland

372. The Tax Busting Powers of Real Estate w/ Amanda Han and Matt Macfarland

Do you have a tax problem? Does it pain you every year to see more and more money going to Uncle Sam? Well, CPAs Amanda Han and Matt Macfarland wrote…

Taxes on Non-Retirement Accounts

Taxes on Non-Retirement Accounts

On this episode of DIY Money, Daniel and Quint discuss taxes for taxable investing accounts and break down the usefulness of these types of accounts.

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

In this episode: w2 employment to self-employment, s-coporations vs self-employment, avoiding penalties, megas backdoor roths, retirement planning, a…

689: Landlord Tax Loopholes That’ll Help You Pay ZERO Taxes in 2022 w/Matt Bontrager

689: Landlord Tax Loopholes That’ll Help You Pay ZERO Taxes in 2022 w/Matt Bontrager

Non-investors hate real estate tax loopholes. It always seems like the wealthiest landlords, apartment owners, or short-term rental hosts walk away w…