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tax planning

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.

Read and Listen Writing the book on taxes, literallyContinue

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…

Read and Listen Big Plans for 2023Continue

What’s That Tax Rate?

Capital gains tax rates have been the subject of multiple questions coming in lately, so today Steven and Ben will…

Read and Listen What’s That Tax Rate?Continue

Year End Planning

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

Read and Listen Year End PlanningContinue

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…

Read and Listen Do I Really Have to Think About Taxes Before April?Continue

Gifting to Family and the Taxes that Come With It

Like anything in life, taxes are just one piece of the puzzle. So today, Ben and Steven will be talking…

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What Happens When The IRS Calls Me?

What do you do when you get a letter or a phone call from the IRS? Don’t panic. In this…

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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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