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Be Better At Saving
Learn how to manage your finances, and make every dollar work for you.
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Chapter 43: Peak Tax Season
Tax Day is April 15th. The IRS offers free online filing resources. Low-income, disabled, and limited English speakers can get free tax help. If you can’t pay, request an extension before April 15th or consider payment plans.
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Spring Break!
Next chapter will be released on April 7th! Take some time to enjoy the holidays with family, but remember taxes if you haven’t done them yet. They are due by April 15th, 2024. Thank you for reading. See you soon!– Pablo
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Chapter 42: Effortless Savings
The best way to manage your money is to distribute it wisely. Use a checking account for bills, a HYSA for emergency funds, contribute to retirement accounts like 401(k) and Roth IRA, and consider a taxable brokerage account for investing after all other options are exhausted.
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Chapter 41: Workplace Contributions
The content discusses tax-saving strategies, such as contributing to a 401(k) for future tax deferral benefits, and considering Roth accounts for tax-free growth, providing a balanced approach for retirement planning.
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Chapter 40: Tax Loss Harvesting
During tax season, it’s nice to harvest capital losses to reduce taxable income. You can still claim losses with a standard deduction and benefit from lowering your tax burden. Timing and strategy are key for maximizing this opportunity.
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Chapter 39: Tax Refund
The chapter explains tax refunds, overpayments, underpayments, and the importance of managing tax withholdings. It emphasizes adjusting W-4 forms to avoid overpaying and the significance of keeping a close eye on tax liabilities.
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