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The building blocks of taxes

Not having a plan for taxes is a great way to pay too much over your lifetime.

Read and Listen The building blocks of taxesContinue

It’s March 1st, do you know where your tax return is?

April 15th gets all the attention but March 1st is a good time to check-in on where you are at in the tax process.

Read and Listen It’s March 1st, do you know where your tax return is?Continue

Writing the book on taxes, literally

Ben and Steven share the top myths most taxpayers believe on taxes.

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Again!?- What You Need To Know About The Newest Round Of Tax Law Changes

If there is one thing for certain, it is that change is here to stay in tax. Staying informed about…

Read and Listen Again!?- What You Need To Know About The Newest Round Of Tax Law ChangesContinue

Big Plans for 2023

Moving into a new year feels like a fresh start for many reasons, and it’s always a good time to…

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Year End Planning

Tax planning should be something that is looked at throughout the entire year. However, as the end of the year…

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Do I Really Have to Think About Taxes Before April?

Thinking about taxes isn’t the most fun thing in the world, and most people like to put off all thoughts…

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Does Anyone Understand What’s On a Tax Return?

So you’ve gotten your tax return and gone through the stress and struggle of processing the paperwork, but now you…

Read and Listen Does Anyone Understand What’s On a Tax Return?Continue

You Filed Your Tax Return, Now What?

We’ve filed our tax return, so what do we do now with that brand new, shiny information? In this episode,…

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Episode 8: 2021 Is Over, But 2021 Tax Planning Isn’t

April 15th is not the only important date to keep in mind when it comes to taxes. Although the calendar year…

Read and Listen Episode 8: 2021 Is Over, But 2021 Tax Planning Isn’tContinue

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The Retirement Tax Podcast is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Any data cited during a podcast episode is valid as of the date of recording, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in the Retirement Tax Podcast should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents of any podcast episode. To the extent you connect with a Tax-wise Retirement Guide through the “Find My Tax-wise Retirement Guide” feature of this website, you should independently evaluate the experience, credentials, and specialization of such Tax-wise Retirement Guide as applied to your particular financial situation and needs. Tax-wise Retirement Guide are independent and unaffiliated with the Retirement Tax Podcast.

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