The Retirement Tax Podcast

Latest Episodes:

Triple Tax Advantage Ep.69 Jul 15, 2024

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In this episode Ben and Steven share insight on Health Savings Accounts (HSAs) specifically prompted by listener questions. In addition to covering the basics of what everyone should know about contributing to, investing in and using an HSA, the guys also cover some more unique situations that come up with HSAs. In particular they give you the run through on how using an HSA changes when Medicare comes into the picture. Whether you currently have an HSA or not this episode will provide great insight.

IRS Dirty Dozen Ep.68 Jul 01, 2024

Show notes

Once again (this is their third year!) Ben and Steven are giving you the highlights of the IRS Dirty Dozen, an annual list of frauds, schemes and scams to be on the look out for. This episode is not meant to scare, just make you aware. Steven and Ben share insight on what's out there and what you can do to help protect yourself from bad actors and unfortunate situations that can pop up. The great news is that there are resources available and you can absolutely the craziness this list represents.

https://zurl.co/bJWy

Your questions answered Ep.67 Jun 15, 2024

Show notes

Summary: In this episode Steven and Ben are back together and answering questions sent in by great listeners like you. Covering a variety of topics Ben and Steven take the time to give specific answers to these situations along with broader insight that will benefit everyone listening in. Stay tuned to the end as Steven and Ben talk about tax filing statuses, 529 plans and creative ways to use them along with 1031 exchanges and rental properties. You can submit your own question at retirementtaxpodcast.com

https://zurl.co/FFwQ

It's on my return, but what does it mean? Ep.66 Jun 01, 2024

Show notes

Continuing the theme of sharing lessons learned from recent client conversations, Steven and Ben share common things they see on tax returns that are just as commonly areas for confusion and questions. The tax code can feel like a mystery but with a little help it can be less intimidating. The guys share some of the things they regularly see, like foreign income and business deductions for non-business owners, that might have you scratching your head if you've never encountered them before. Listen in as Steven and Ben shed some light on things you may have always wondered but didn't know who to ask.

https://zurl.co/bvDk

I haven't filed my taxes...now what? Ep.65 May 15, 2024

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In this episode our dynamic duo is back for more tax fun as Ben wrapped up his spring surge and Steven is passed the tax filing deadline. Fresh off of so many client meetings they both have stories to share and questions to answer. This episode's discussion focuses on what to do if you (or someone you know or are responsible for) haven't filed your taxes...maybe in a few years even. The good news is that it is unlikely any is going to jail, it's just time to get things caught up and back on track.

What the heck is "tax resolution"? with Kristine Stevenson Ep. 64 May 01, 2024

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In a special episode this week Steven is joined by a tax professional who doesn't do any tax preparation. Kristine Stevenson is an Enrolled Agent who previously worked for the IRS and now specializes in tax resolution work. Steven and Kristine talk about what tax resolution work includes and when it might be something a taxpayer needs to pursue. They also discuss what it's like working for the IRS and how their systems and communications work. This interview was originally recorded on Steven's podcast for Financial Advisors. https://zurl.co/CFTm

Psychology and Taxes with Ashley Quamme Ep.63 Apr 15, 2024

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This week's episode is a special one in that Steven is not being joined by a CPA or CFP. Steven's guest this week, Ashley Quamme, is actually a Fractional Financial Behavior Officer (don't worry, they talk about what that is) and specializes in helping financial planning firms go beyond the numbers and understand how their clients think, feel and do money. Steven and Ashley explore the science behind some of the things Steven has learned and does in his own practice and the advice he shares with Advisors. This is an incredibly insightful conversation that will give you a different angle for improving your tax and financial planning skills. This interview was originally recorded on Steven's podcast for Financial Advisors. https://zurl.co/LTwG

It's April! What should I be doing about taxes? Ep.62 Apr 01, 2024

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Benjamin Brandt is back on the join this week and rejoins Steven Jarvis to talk tax topics that are relevant in April. Whether you've already filed your return or still need to get it across the finish line the guys have some great information for you. They also dive into what it means to file an extension and when it makes sense to do just that (spoiler, Steven regularly files an extension for his own taxes). And they cover some of the things you should be on the lookout for before you get your heart too set on amending a return. https://zurl.co/2IOs

Understanding Your Tax Return: Part 3 Ep.61 Mar 15, 2024

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In this episode resident "Least Boring CPA" Steven Jarvis wraps up his walkthrough of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast episode can get so be sure and follow Steven's recommendation to have your own tax return handy as you listen to this great episode. https://zurl.co/WV57

Understanding your tax return: Part 2 Ep.60 Mar 01, 2024

Show notes

In this episode resident "Least Boring CPA" Steven Jarvis continues taking you through the first part of a 1040 providing insight and information to make sure you understand your tax return. Steven covers both technical details as well as reminders on what might be most relevant to you and changes to watch out for from year to year. This is as "hands on" as a podcast episode can get so be sure and follow Steven's recommendation to have your own tax return handy as you listen to this great episode. https://zurl.co/5eCD

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