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.
About the Podcast
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.