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I just got married – do you have a newlywed tax checklist for me to follow?

I just got married – do you have a newlywed tax checklist for me to follow?


Season 6 Episode 228


Are you a newlywed wondering how tying the knot will affect your taxes? Tune in to this episode of the Ask Ralph Show with Ralph Estep Jr. as he unravels the mysteries of married filing. I Just Got Married – Do You Have A Newlywed Tax Checklist For Me To Follow? With Ralph Estep, Jr.

In this Tax Talk Thursday edition of the Ask Ralph Show, host Ralph discusses the various financial and tax considerations for newlyweds. The episode covers everything from name changes and new filing statuses to adjusting withholdings and updating benefits. Ralph provides a comprehensive checklist to help newly married couples navigate their new financial landscape, ensuring they are well-prepared to tackle these changes and potentially save money. The importance of tax planning and the potential impact on tax credits and deductions are also discussed. Additionally, Ralph emphasizes the value of proper planning and offers resources for further assistance.

00:00 Episode Overview

00:57 Listener’s Concern

02:21 Bible Verse

03:10 Comprehensive Newlywed Tax Checklist

04:38 Filing Status and Withholdings

06:21 Deductions and Benefits

07:30 Financial Planning for Newlyweds

11:43 Recap and Final Thoughts

13:15 Outro

Join our email list and get a free copy of “Mastering Your Finances” at https://askralph.com/

Application for Social Security Card

Form W-4 – 2024

Schedule Appointment with Saggio Management Group, Inc.

Form 8822, Change of Address

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Published on 1 year, 4 months ago






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