How Do My Investments Impact the Way I File My Taxes?
03/28/22 • 12 min
1 Listener
Investing is an excellent way to grow your own personal wealth. But when it comes to filing your taxes when you have investments, there are certain things you need to know–so you don’t end up with penalties like this week’s listener, Lorraine, did back in 2019. For advice, host Stefanie O’Connell Rodriguez turns to Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia.
Dealing with debt? Buying a house? Getting married? Confused about investing? Planning for retirement? If you have a money story or question to share, you can send us an email at [email protected]. You can also leave us a voicemail at (929) 352-4106.
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Investing is an excellent way to grow your own personal wealth. But when it comes to filing your taxes when you have investments, there are certain things you need to know–so you don’t end up with penalties like this week’s listener, Lorraine, did back in 2019. For advice, host Stefanie O’Connell Rodriguez turns to Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia.
Dealing with debt? Buying a house? Getting married? Confused about investing? Planning for retirement? If you have a money story or question to share, you can send us an email at [email protected]. You can also leave us a voicemail at (929) 352-4106.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Previous Episode
How Does Divorce, Retirement, or Moving Affect My Taxes?
In this week’s episode, we meet Daria, a Brooklyn-based listener who’s currently finalizing her divorce from her husband. Like every other major life event, divorce changes the way in which you should file your taxes. For advice on how to get your taxes right after a divorce, host Stefanie O’Connell Rodriguez turns to Kristin Myers, editor-in-chief of The Balance, and Caleb Silver, editor-in-chief of Investopedia. They’ll also delve into everything you need to know when filing your taxes after retirement.
Dealing with debt? Buying a house? Getting married? Confused about investing? Planning for retirement? If you have a money story or question to share, you can send us an email at [email protected]. You can also leave us a voicemail at (929) 352-4106.
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Next Episode
Encore: How Do I Create a Budget I Can Actually Stick To?
Budgeting isn’t a fun concept--it fact, for many of us, it’s incredibly off-putting. We tend to associate budgeting with denying ourselves of everything we enjoy. This week, however, you’ll hear from three previous guests who offer a fresh perspective on budgeting as a way to afford what you really want, without feeling deprived at all. Tune in, and get ready to look at budgeting in a whole new way.
If you have a money story or question to share, you can send us an email at [email protected]. You can also leave us a voicemail at (929) 352-4106.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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