Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Define taxes and explain how they’re used and why they’re important.
- What personal information and tax forms they will need to gather in order to file.
- Explain tax terms such as filing status, dependents, tax brackets and others.
- Describe the process of completing and filing their taxes.
Marketing Teaser
We’re all probably familiar with paying taxes, but may not fully understand the process or the impact they can have on our financial lives. Filing your taxes may feel overwhelming, but our quick tax lesson will give you some tips that might help put you at ease. We will review:
- The different types of taxes and why they’re important
- What personal information and forms you will need
- Common tax terms and the process to file your taxes
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Avoid the stress of tax season! Get the insights you need to feel prepared to file your taxes – try this short interactive lesson: [INSERT LINK]
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Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security