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Content Library

 “Taxes over time” with Benjamin Brandt

Consistency is key

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Merry “ROTHmas” with Micah Shilanski

Roth conversions are a luxury

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Where it all began

The best (and worst) ways for financial advisors to seek professional CPA referrals.

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The Tax Elephant in the Room with Matthew Jarvis

Yes, we are brothers

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The Tax Nitty Gritty with James Comblo

That's something you can do on every single return."

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Ignore the IRA RMD rules!

The tax code is written in pencil!

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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