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Indhold leveret af Steven Jarvis and Benjamin Brandt. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steven Jarvis and Benjamin Brandt eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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The Retirement Tax Podcast
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Indhold leveret af Steven Jarvis and Benjamin Brandt. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steven Jarvis and Benjamin Brandt eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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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79 episoder
Marker alle som (u)afspillede ...
Manage series 2983113
Indhold leveret af Steven Jarvis and Benjamin Brandt. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Steven Jarvis and Benjamin Brandt eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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.
…
continue reading
79 episoder
Alle episoder
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The Retirement Tax Podcast
1 Encore episode: Understanding Your Tax Return: Part 1 19:16
19:16
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19:16This throwback takes us to the most listened-to episode of the year! In this episode, resident "Least Boring CPA" Steven Jarvis takes listeners through the first part of 1040, providing insights and information to help you understand your tax return. Steven dived into both technical details and key reminders on what’s most relevant, along with important yearly changes to watch out for. This episode is as "hands-on" as it gets—so grab your own tax return and follow along as Steven breaks it down https://zurl.co/oq0X3 .…
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The Retirement Tax Podcast
1 Throwback: The worst two words when planning for the future Ep.78 16:26
16:26
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16:26This week’s throwback takes us to one of our most popular episodes from last year, originally released on December 1st, 2023! In this episode, Ben and Steven had a less technical discussion and instead focused on the importance of mindset and perspective when it comes to planning. The words we use can make all the difference on the success of a plan and our ability to really consider changes we may need to make. Ben and Steven also talked about a live webinar they had together and some of the highlights of what was discussed there. Let’s revisit the powerful insights they shared! https://zurl.co/B6lL…
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The Retirement Tax Podcast
In this episode, Ben peppers Steven with questions about a recent IRS audit he participated in. Steven shares the ins and outs of going through an IRS audit, best practices for the actual process, and why it's so important to take the "straight face" approach to taxes whether you ever get audited or not. Listen in as Ben asks questions you've probably always had, and Steven takes some of the mystery out of what an IRS audit can be like. No, they aren't fun, but they don't have to be scary. https://zurl.co/kpvu…
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The Retirement Tax Podcast
1 Look out! Here comes the election Ep.76 19:47
19:47
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19:47In 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…
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The Retirement Tax Podcast
1 The One Episode On Politics (Sort of) Ep.75 19:15
19:15
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19:15With 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.…
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The Retirement Tax Podcast
1 91 days left of 2024; what's on your tax to-do list? Ep.74 20:42
20:42
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20:42Ben 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…
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The Retirement Tax Podcast
1 Inherited IRAs - what you need to know Ep.73 19:51
19:51
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19:51The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requirements around required minimum distributions https://zurl.co/kt94…
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The Retirement Tax Podcast
1 The real math on owning real estate Ep.72 16:37
16:37
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16:37In this episode Ben is generous enough to share a personal tax experience to help all our listeners better understand a confusing topic: real estate. Listen in as Ben and Steven talk through the details of Ben's real estate journey including the taxes along with other pieces people don't always think about when they are trying to decide if an investment was in fact "a good deal". Most people just look at "how much did I pay for it and how much can I sell it for" but that leaves out the cost of ownership each year and the potential tax liability. With taxes there is almost always more to the puzzle. https://zurl.co/CzBc…
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The Retirement Tax Podcast
1 My CPA has no idea...what do I do next? Ep. 71 18:55
18:55
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18:55In this episode Ben and Steven share stories about everyone's favorite Office couple "Jim and Pam" and some of the tax situations they can find themselves in. More specifically they talk about what you can do when you have a CPA who is unwilling or unable to help you. They both share examples of how this situation can come about and what you can do if you are "lucky" enough to end up on the receiving end of confusing communications from the IRS. As always Steven and Ben give you actionable advice that can help you the next time you are feeling tax puzzled. https://zurl.co/fZUl…
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The Retirement Tax Podcast
1 Whatcha gonna do when they come for you? Ep.70 19:16
19:16
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19:16Steven and Ben are back sharing their insight on real world tax situations they have personally helped clients deal with. First, they discuss the unfortunate (but all too common) scenario when two professionals are providing you with different opinions. Ben shares his first-hand experience dealing with this as one of those two professionals and what he learned along the way. They also discuss the challenges that can come up with tax planning when the IRS doesn't seem to understand their own rules. While it's great to have a tax pro Ben and Steven discuss why it's important to understand your responsibility as well. https://zurl.co/3Z6I…
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The Retirement Tax Podcast
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.…
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The Retirement Tax Podcast
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…
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The Retirement Tax Podcast
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…
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The Retirement Tax Podcast
1 It's on my return, but what does it mean? Ep.66 19:36
19:36
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19:36Continuing 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…
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The Retirement Tax Podcast
1 I haven't filed my taxes...now what? Ep.65 18:33
18:33
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18:33In 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.…
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