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Retirement Tax Services Podcast

Aug 30, 2021

Steven’s guest today is advisor William Miller, the founder of WM Wealth Planning. William regularly posts eye-catching, tax-related graphics on social media. We wanted to know more about how this became his focus.

Aug 27, 2021

It’s Tax Q&A Friday and Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an episode on donor-advised funds (DAFs). The short answer is, “Yes, we’d be happy to.”

Donor-advised funds aren't the only means of charitable giving but they have to be considered if a client...

Aug 25, 2021

Steven’s focus today is Health Savings Accounts (HSAs). Money goes into an HSA pre-taxes and as long as expenditures are for medical expenses, the balance is never taxed.  As health care costs may not lower anytime soon, HSAs can...

Aug 23, 2021

Steven’s guest today is CFP Matthew Daugherty. They discuss how tax planning is possible, even with Compliance looking over your shoulder and how that relationship doesn't have to be adversarial. 

Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your...

Aug 20, 2021

For this week’s Tax Q&A Friday, Steven is tackling the question, “How much is the right amount of tax refund to get every year?” The answer involves the Safe Harbor Rule.