Tax-Advantaged Accounts That Aren’t IRAs

“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]

Easy Ways Advisors Can Spare Entrepreneurs Headaches

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s written articles and books on financial literacy. Recently, […]

Are You Planning for Your IRS “Mortgage”?

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 […]

Tax Myths Advisors Must Dispel

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 […]

5 Myths That Your Clients Believe About Taxes

“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 […]

Exclusive: Why a CPA Became a Financial Advisor

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 […]