How Advisors Should Handle Client HSAs

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s focus today is health savings accounts (HSAs). As a matter of fact, the topic has come up recently among […]

Compliance and Tax Planning do mix

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is CFP Matthew Daugherty. They are discussing how tax planning is possible, even with Compliance looking over […]

What’s The Right Amount For A Tax Refund?

Executive Summary: Welcome back to the Retirement Tax Services Podcast! For this week’s Tax Q&A Friday, Steven is tackling the question, “How much is the right amount of tax refund […]

Why Forgotten 401ks Are Preventable

Executive Summary: Welcome back to the Retirement Tax Services Podcast! The Capitalize research team recently released The True Cost of Forgotten 401(k) Accounts. They estimate that there are 24.3 million […]

Tax Planning Without Roth Conversions With Matt Fizell

Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is advisor Matt Fizell of Harmony Wealth. Matt’s niche is a little unusual: His average client isn’t […]

How To Handle DIY Tax Clients

Executive Summary: Welcome back to the Retirement Tax Services Podcast! For this Tax Q&A Friday, Steven is answering another listener-submitted question: How should a tax-planning advisor handle clients who do […]