The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
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It’s mid-January, but we’re still a bit stuck in 2021 since taxes haven’t been filed yet. Today’s episode is all about how we can make sure to be ready for this upcoming tax-filing season. Ben and Steven go over some of the key ways to make sure you ... more
April 15th is not the only important date to keep in mind when it comes to taxes. Although the calendar year has come to an end, there are planning opportunities you can still take advantage of now that 2021 is over. So, today, Ben and Steven share w... more
There’s only one group of people who love acronyms more than accountants: the military. In this episode, Steven and Ben will be talking about acronyms (not IN acronyms) when it comes to tax qualified accounts to give you a better understanding of the... more
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The Retirement Tax Podcast launched 4 months ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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