Sound Retirement Radio

402 Don't Get Killed On Taxes With Steven Jarvis, CPA, MBA


Listen Later

Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode.

In today's podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on taxes” and the host of the Retirement Tax Podcast. 

  • We talked about how to pay less money in taxes on social security income.
  • When do ROTH conversions make sense?
  • Sneaky shadow taxes to watch out for. 
  • How your income and withdrawal strategy can impact your Affordable Care Act tax credits.
  • The triple tax savings of HSA accounts!
  • QCDs for tax planning. 
  • Long term capital gains and depreciation recapture when selling rental properties.

For Articles, Links & Resources Discussed In Today's Episode Visit: https://soundretirementplanning.com/

We're on YouTube! Are You Ready To Retire?  Be sure to check out the Retirement Budget Calculator LET'S CONNECT:

Facebook LinkedIn Website

Buy Jason's New Book: Retirement Calculator and be sure to leave a 5 star review.

 

 

...more
View all episodesView all episodes
Download on the App Store

Sound Retirement RadioBy Jason Parker

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

413 ratings


More shows like Sound Retirement Radio

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

751 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

724 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,294 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

429 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

491 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

189 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

149 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

31 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

698 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners