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…
What You Need To Know About RMDs
Required Minimum Distributions (RMDs) are extremely important to retirement tax because it helps dictate how much retirement tax we pay….
Do You Actually Have an Inherited IRA?
Inheriting an IRA is a situation that comes up with quite a few clients and, most likely, a situation that…
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,…
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…
Episode 9: Getting Ready For Tax Time
It’s mid-January, but we’re still a bit stuck in 2021 since taxes haven’t been filed yet. Today’s episode is all…
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…
