The Retirement Tax Podcast

Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and answering your questions as we get closer to the e...

While we all have to pay taxes, there are various tax credits and deductions available that can help you maximize your tax refund and minimize the amount you pay. But does the perfect tax refund exist? In today's episode, Benjamin and Steven will be discussing tax returns, focusing on tips to help you get your taxes where they should be while avoiding common missteps along the way. Listen in as th...

Roth IRAs were created to help the average working American save money. However, records show Peter Thiel and other ultra-rich investors have used them to grow their untaxed fortunes. Now don't worry if you don't have six billion dollars in your Roth IRA—most people presumably do not—but in this episode, Steven and Benjamin will be going over how someone can accumulate vast fortunes in a Roth IRA,...

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 h...