Sound Retirement Radio 402 Don't Get Killed On Taxes With Steven Jarvis, CPA, MBA
May 24, 2023
37:32
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/
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