The Retirement Tax Podcast

Ben and Steven discuss the important distinction between tax preparation (what happened last year) and tax planning (what can happen in the future). Most people know they have to file a tax return (tax preparation), but many taxpayers are at a loss for what they can and should be doing to reduce their lifetime tax bill in the future (tax planning). Listen in as Ben shares how to estimate what your "Retirement Tax" bill might look like and Steven shares potential opportunities that might help you shave the rough edges off of that bill. http://bit.ly/3LEHZWw

In this Episode Steven and Ben talk about what listeners can do now that their 2022 are filed (and touch on a few things to keep in mind if you haven't quite finished). While filing last year's tax return is an important step, the Least Boring Tax hosts you know share their thoughts on why tax planning can be so much more valuable. Listen in as Ben and Steven share things you can be on the look out for as you review your tax return and start asking yourself questions about tax planning for the future. http://bit.ly/42u9loe

In this episode Ben and Steven discuss foundational principles that every tax payer should be aware of but was likely never taught. Taking ideas right out of Steven's new book, "Don't Get Killed on Taxes", the Least Boring Tax Podcast will teach you a few things you need to understand to get started on making your own tax plan. http://bit.ly/3Ths1U3  

The least boring tax podcast hosts are back to talk about where we find ourselves in the annual tax filing season. Steven shares a recent example of a "love letter" he is helping a client with from the IRS and shares best practices for taxpayers who end up getting their own letter from the IRS. As always Ben and Steven dive into a listener question and this time it's all about required minimum distributions and what taxpayers should be doing with the potential delay in RMDs starting that came out of SECURE Act 2.0 http://bit.ly/3Ek8KLt

In this episode Ben and Steven share insights and takeaways from Steven's new book, Don't Get Killed on Taxes (available now on Amazon). Ben and Steven focus on common "myths" that taxpayers incorrectly believe and how to change your mindset around these crucial areas. The Least Boring Tax Podcast hosts also tackle a listener question about the tax implications of inheritances. http://bit.ly/3XhM7hl  

In this episode, Ben and Steven sit down to chat about important dates, key documents, and all kinds of things that you need to know while preparing your tax filings for the year. You will get to hear why filing early isn’t necessarily encouraged and what they recommend when it comes to timing your filing. You can find all show notes for this episode at: https://bit.ly/3Y7wn1j 

If there is one thing for certain, it is that change is here to stay in tax. Staying informed about the changes in compliance rules and updates to legislation is essential, but it is also, at times, exhausting. Luckily Steven and Ben have rounded up the latest tax law changes so that you can stay informed, remain a trusted source to clients and colleagues, and ensure you’re giving the best advice available. You can find all show notes for this episode at: https://bit.ly/3CFMLOh 

Moving into a new year feels like a fresh start for many reasons, and it’s always a good time to reflect, assess, and plan. As 2022 transitions into 2023, Ben and Steven have been working on business planning and will share some of that in this episode. They’ll dive into the “why” that brought them together, how they plan to help their audience with the execution of tax planning in the future, and the vision they have for the coming year. You can find all show notes for this episode at: https://bit.ly/3G7KADY 

Capital gains tax rates have been the subject of multiple questions coming in lately, so today Steven and Ben will be sharing tips and insight to help clear up any confusion. From the seemingly tricky parts of selling stock to where people often slip up, you'll hear about the areas where you really need to pay attention and do some planning when it comes to capital gains. You can find all show notes for this episode at: https://bit.ly/3VR1Y6y 

Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and answering your questions as we get closer to the end of 2021. Listen in as Benjamin explains how to approach your Roth conversions and the importance of being intentional with your spending and saving. You will learn where to start on a multi-year tax planning strategy, what questions to ask a CPA to see if they’re a good fit for you, and when you may want to find someone to help you with your taxes. You can find all show notes for this episode at: http://bit.ly/3AV98hI