2 years ago

Tax withholding estimator
https://www.irs.gov/individuals/tax-withholding-estimator

Form W-4
https://www.irs.gov/forms-pubs/about-form-w-4

Lending Tree Article
https://www.lendingtree.com/debt-consolidation/average-tax-refunds-study/#Mosttaxpayerswereowedarefundfortaxyear

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Fill out your Form W-4 and get your money back each month to use now.

“While it might feel amazing to get a big refund, the truth is that a refund means that you’ve overpaid and essentially given the government an interest-free loan for no reason,” Schulz says. “That’s a big deal because that money could have instead helped you pay bills throughout the year, build up your emergency fund or even pay off some debt.”

*****
00:00 - Intro
00:22 - Managing your money.
00:42 - Average tax returns.
03:52 - Average tax return by state.
04:21 - Americans today, the struggle.
04:41 - States with the smallest returns.
05:47 - Save money and earn interest. My tax strategy.
06:38 - How to change your Form W-4 withholdings.

F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.

*****

Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at hello@financialselfreliance.net. I am not a tax, legal or investment advisor representative.

Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.

*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.

#FinancialSelfReliance #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #MoneyMatters #FinancialPlanning #taxreturn #taxrefund

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