When is $500,000 not $500,000? Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]
Executive Summary: Welcome to the Retirement Tax Services Podcast! Phil Putney of ASF Wealth Management is Steven’s guest today. Their topic is tax myths. People delay tax planning for retirement […]
“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!” Of course, we are very proud of how well those lyrics fit the […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s latest guest is Jana Morrison of Burkett Financial Services. She’s both a CPA and a CFP. In a male-dominated […]
No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest is advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written […]
