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Retirement Tax Services Podcast

Jul 30, 2021

It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways to quantify the impact of tax planning or different tax strategies?

Jul 28, 2021

Stock options grant the holder the right to buy a stock at a specified price. While other aspects of tax planning can be predictable, stock options are significantly different. As a result, Steven has devoted this episode to stock-based compensation. 

Jul 26, 2021

Steven’s guest this Monday is financial advisor Ethan Pepper. Steven and Ethan discuss a client with a complicated tax situation: she is a dual citizen of the US and Italy, she's got multiple forms of equity compensation and she's recently sold a house in Italy. 

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Jul 23, 2021

Steven’s guest for this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments In Advisor Marketing. Today’s episode answers another submitted question: When should you NOT recommend doing a Roth conversion?

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Jul 21, 2021

There are many people who view tax forms, codes, and the IRS as almost other-dimensional. Lacking your familiarity, they consider these things utterly beyond their ability to grasp. Chances are high that some of your clients experience confusion, anxiety, and more. That’s why Steven’s focus today is de-fanging...