The Retirement Tax Podcast

This 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.

There’s less than a week as we are counting down until the May 24 Webinar from the co-hosts of the Least Boring Tax podcast (aka the Retirement Tax Podcast): Benjamin Brandt, CFP and Steven Jarvis, CPA.

At this Power Session, our co-hosts will share how you can calculate your Retirement Tax bill and just as importantly, what you can do to start sanding the rough edges off of that bill.

Don’t forget your 2022 tax return so you can follow along and immediately start applying what you learn! Get ready to go through the real math on estimating your future tax bill so you can see why this is such an important topic.

Hurry up and get registered!

https://www.go.retirementtaxservices.com/rtp-webinar-a

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

Going back to the most popular episode of the year of The Least Boring Tax Podcast as Steven and Ben discussed all things Medicare and everyone's least favorite tax relative: IRMAA. You hear the acronym all the time but our dynamic duo took a few minutes to dive into how IRMAA really works and the important things to keep in mind when IRMAA starts effecting you.

https://bit.ly/47XvTQM

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