The Retirement Tax Podcast

著者: Steven Jarvis and Benjamin Brandt
  • サマリー

  • 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.
    © 2021 Retirement Tax Services. All rights reserved.
    続きを読む 一部表示

あらすじ・解説

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.
© 2021 Retirement Tax Services. All rights reserved.
エピソード
  • Look out! Here comes the election Ep.76
    2024/11/01

    In this episode Ben and Steven talk about the weather (it was only a quick tangent, we promise), the upcoming election and the kind of tax planning that will get a professional sued. As always they are focused on helping people consistently do the little things over time that add up to a big difference and help listeners tune out the noise and confusion that inevitably comes with an election year, including on tax topics. Steven and Ben also answer a listener question, which we love receiving so keep sending them in.

    https://zurl.co/yVNH

    続きを読む 一部表示
    20 分
  • The One Episode On Politics (Sort of) Ep.75
    2024/10/15

    With only a few weeks until the election, Ben and Steven share their thoughts on how you should change your tax planning based on who wins. Spoiler Alert: regardless of the outcome of the election, you are most likely going to keep doing the same foundational things. Tax laws change; it's normal. The people who do their best to minimize their lifetime tax bill take a proactive, long-term approach, and that means not overreacting to headlines and sound bites. Listen in as Ben and Steven share their thoughts on how to navigate uncertainty on taxes.

    続きを読む 一部表示
    19 分
  • 91 days left of 2024; what's on your tax to-do list? Ep.74
    2024/10/01

    Ben and Steven are back and in this episode they are helping you get ready for the end of the year. With 91 days until 2025 there are still actions you can take but it pays to get started and avoid the end of the year crunch. In addition to sharing tax planning strategies you should be thinking about Steven shares some of the most common "bumps" he sees DIY taxpayers run into and how you can avoid them.

    https://zurl.co/BBq6

    続きを読む 一部表示
    21 分

The Retirement Tax Podcastに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。