retirementtaxes

Micah and Tammy have been seeing lots of mistakes and missteps happening lately, with more people reaching out to see whether they were wrong or right—and often having to find ways to fix the things that weren’t right. So in today's episode, they're jumping in to address a few of the situations they have been dealing with and share insight into how you can avoid mistakes and bad advice.

You can find all show notes for this episode at: https://plan-your-federal-retirement.com/54 

When you’re new to retirement, there are quite a few things that change. Multiple times this past tax season, there have been questions about paying taxes in retirement from clients who are moving into (or recently moved into) the retirement stage of life. Today, Ben and Steven share some of the most important things to remember in this transition, as well as how to plan ahead so you are setting yourself up for success.

You can find all show notes for this episode at: https://bit.ly/3GkPblO

The most successful financial advisors—those who not only bring in the most clients, but also deliver the most value—know the importance of tax planning and how to explain it to clients and prospects. Do you? In this episode, Micah Shilanski will be joining the show to discuss key takeaways from the recent webinar we hosted around the topic of tax planning.

In this episode, Micah is joined by a special guest who will shed light on some myths and misconceptions that you may be dealing with while doing your taxes this year. Steven Jarvis is a CPA and the cohost of the Retirement Tax Podcast, and he’s just who we need on the show this time of year to share his insight and help you more easily navigate tax season.

You can find all show notes for this episode at: https://plan-your-federal-retirement.com/47

Every retiree will have to make some big decisions about Social Security. So today, Steven and Ben dive into some important information about Social Security, a benefit that has an impact on almost everybody. In this episode, you will learn about the taxability of Social Security, what kinds of important choices you can make in this area, and more.

You can find all show notes for this episode at: https://bit.ly/3sdmwd8

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 don’t miss anything important, as well as what you can do to make your tax filing go smoothly.

You can find all show notes for this episode at: https://bit.ly/3JHwwCd

Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you can truly control (instead of what you cannot) and how to set yourself up financially for your future.

In this inaugural episode, Steven and Benjamin will be explaining how you can generate tax-free income by owning a house, as well as how to make use of your home even whilst you are not living in it. You will learn the importance of keeping good records and always remaining compliant with the IRS. Remember: you can have an impact on your retirement tax—this is not something you are stuck with!

You can find all show notes for this episode at: https://bit.ly/3AhyB2o 

Which states are best for retirement taxes? When moving to a state with a lower cost of living, is it wise to take on mortgage debt to invest in the market? Does it make a difference if you do a Roth conversion before or after moving states? Plus, is it better to do Roth conversions with ETFs or mutual funds? Is 0% long-term capital gains a hoax? Also, ABLE accounts for those with disabilities, and healthcare costs vs. taxes. Financial resources, transcript, Ask Joe & Big Al On Air: https://bit.ly/YMYW-335