Retirement Tax Services Podcast Tax Planning in 2026 with Steven Jarvis
10 snips
Jan 5, 2026 As the new year kicks off, Steven highlights essential tax planning strategies for 2026. He emphasizes the importance of December execution and offers tips for January, including sending out 1099 letters. Key topics include Roth conversion timing and the challenges of QCD reporting. Discover innovative tactics, like using sub-IRA nicknames for clearer records. Steven previews an exciting lineup for Summit 2026 and announces a new monthly webinar series designed to enhance advisors' skills. It's all about taking action and maximizing client impact!
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Tax Planning Is Year-Round Work
- Do embed tax planning throughout the year, not just in December.
- Make execution and follow-through your priority to get the biggest client impact.
Send Clear Year-End 1099 Letters
- Do send clear year-end 1099 letters or tax letters that explain what to report.
- Reinforce the value of prior tax moves by showing how they advance client goals.
December Roth Conversion Example
- Steven Jarvis described a December $130,000 Roth conversion that triggered underpayment issues.
- Filing Form 2210 and noting the December timing removed underpayment penalties after an estimated payment was made.