Home Guides & Resources chevron_right Financial Planning Fine-Tune Your Tax Withholdings Published January 19, 2023 Andrew Busa, MSPFP, CFP®, MPAS®, CCFCDirector of Financial Planning In our latest Adviser Takeaway video, Manager of Financial Planning Andrew Busa dives into income tax best practices for filling out your Form W-4. He explains the implications of withholding too much or too little, and provides three life events that should prompt you to review your Form W-4. Andrew also recommends using the IRS’ Tax Withholding Estimator Tool to fine-tune your tax withholdings. If you have questions for Andrew or the Adviser team, please send them to info@adviserinvestments.com. For informational purposes only; not a recommendation to buy, hold or sell any investment product. Past performance is not an indication of future returns. Speak with a financial adviser before taking specific action. Tax, legal and insurance information contained herein is general in nature and is also provided for informational purposes only. Always consult a professional regarding your specific situation. Tags: IRStax planningtax withholdings