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Newly Married Couple s Checklist Anders CPAs Advisors Obtain a Few Certified copies of your marriage license Your county records office can provide a copy of your license. Update form w-4 with your employer for change in filing status and tax withholding If you and your spouse both work combined incomes may move you into a higher tax bracket. Change beneficiaries and/or titling on assets Update beneficiaries on IRAs 401 k s pension plans life insurance policies bank accounts and titles on...
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What is newly married couples checklist?
The newly married couples checklist is a list of tasks and considerations for newly married couples to help them navigate their new life together.
Who is required to file newly married couples checklist?
Newly married couples are required to file the newly married couples checklist.
How to fill out newly married couples checklist?
To fill out the newly married couples checklist, couples can list out their joint financial accounts, update their insurance policies, and discuss their long-term financial goals.
What is the purpose of the newly married couples checklist?
The purpose of the newly married couples checklist is to help couples ensure they have taken care of important financial and legal matters after getting married.
What information must be reported on the newly married couples checklist?
Information such as joint bank accounts, insurance policies, wills, and long-term financial goals should be reported on the newly married couples checklist.
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