As featured in The Wall Street Journal, Money Magazine, and more!

Podcast 44: Tax Tips for Big Life Changes

This article was written by in Podcast. Add a comment.

Today’s guest on the Consumerism Commentary Podcast is Bob Meighan, CPA and Vice President of Consumer Advocacy at TurboTax. Bob and Tom Dziubek discuss income tax tips related to big life changes such as getting married, buying a home, having or adopting a child and changing jobs.

Production Number: S02E18
Segment Number: 61

To listen, use the player above (Adobe Flash required), download the podcast here, subscribe to the podcast RSS feed, or use the iTunes link. Note: open links in a new window (Ctrl-click or Command-click) to avoid interrupting the podcast.

[00:00] Introduction from Flexo
[00:34] Interview with Bob Meighan
[00:46] Getting married: filing jointly vs. separately
[02:51] Tips for those having or adopting a child
[05:40] Tax tips for new homeowners
[06:31] Home improvements for medical reasons
[07:25] “Green” home improvements
[08:14] Mortgage-related tax breaks
[08:48] Tax tips when changing jobs
[10:38] 401k plans
[11:27] Social security benefits
[12:14] Tax brackets
[12:57] Tips for people laid off
[13:18] Education-related tax breaks
[15:02] End

We always welcome feedback from listeners. If you have any comments for this episode or for any other, or if you have suggestions for future episodes, please leave us comments here or email us at podcast at this domain name.

Updated December 15, 2017 and originally published February 21, 2010.

Email Email Print Print
About the author

Luke Landes is the founder of Consumerism Commentary. He has been blogging and writing for the internet since 1995 and has been building online communities since 1991. Find out more about Luke Landes and follow him on Twitter. View all articles by .

{ 0 comments… add one now }

Leave a Comment

Note: Use your name or a unique handle, not the name of a website or business. No deep links or business URLs are allowed. Spam, including promotional linking to a company website, will be deleted. By submitting your comment you are agreeing to these terms and conditions.