The Retirement Tax Podcast

So you've gotten your tax return and gone through the stress and struggle of processing the paperwork, but now you have a bunch of numbers—and you may or may not know what they mean. This episode is all about understanding what’s on your tax return and how to use that information to create an effective plan for the next year and beyond. You can find all show notes for this episode at: https://bit.ly/39bYQ23

When you’re new to retirement, there are quite a few things that change. Multiple times this past tax season, there have been questions about paying taxes in retirement from clients who are moving into (or recently moved into) the retirement stage of life. Today, Ben and Steven share some of the most important things to remember in this transition, as well as how to plan ahead so you are setting yourself up for success. You can find all show notes for this episode at: https://bit.ly/3GkPblO

Required Minimum Distributions (RMDs) are extremely important to retirement tax because it helps dictate how much retirement tax we pay. Unfortunately, this is one of the easiest things to ignore so Ben and Steven will be sharing insight into how to navigate RMDs. They also discuss some of the changes that have been happening over the last couple of years and how they will affect your taxes. You can find all show notes for this episode at: https://bit.ly/3slVvE5

Inheriting an IRA is a situation that comes up with quite a few clients and, most likely, a situation that has or will happen to you. In this episode, Ben and Steven share some key insight into the complexities and must-know aspects of inheriting an IRA. They share the changes in how IRA inheritances work and highlight important ways that you can make it work out much more in your favor. You can find all show notes for this episode at: https://bit.ly/3OBuR3u

In today’s episode, Ben and Steven talk about real-life situations from tax season and lay out the most important points to take away from how they were navigated. You will hear about common questions that came up, as well as how the guys were able to educate clients and help them throughout tax season. You can find all show notes for this episode at: https://bit.ly/36YaZqq

We’ve filed our tax return, so what do we do now with that brand new, shiny information? In this episode, Ben and Steven discuss how you can use the information from your tax returns to ensure better retirement outcomes. You will also hear about the first steps to take after filing your return, what to focus on moving forward, important things to know, and much more. You can find all show notes for this episode at: https://bit.ly/3qEIrsj

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/374fu2g

Every retiree will have to make some big decisions about Social Security. So today, Steven and Ben dive into some important information about Social Security, a benefit that has an impact on almost everybody. In this episode, you will learn about the taxability of Social Security, what kinds of important choices you can make in this area, and more. You can find all show notes for this episode at: https://bit.ly/3sdmwd8

Contrary to popular belief, the decisions made in retirement regarding taxes can get more complicated. Ben and Steven use this episode to chat about some of the important changes that may impact you in the future and share important insight into the world of post-retirement taxes—including key questions you should be asking in order to make it a bit easier. You can find all show notes for this episode at: https://bit.ly/3BeUcdh

There’s not much fun that comes with the IRS, but it’s pretty amusing to see the IRS put out something called The Dirty Dozen. In this episode, Ben and Steven talk about what this Dirty Dozen is and how it can help you avoid common scams and frauds. You’ll hear about what to keep in mind this tax season, as well as what to look out for. You can find all show notes for this episode at: https://bit.ly/3KvH87B