Click Here To Listen To The Retirement Tax Services Podcast

Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.

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THIS WEEK’S PODCASTTalking Taxes with the #401klady (Special Guest Jeanne Sutton)

How to make the most of your 401(k). ...Read More

Jun 02, 2021

QCDs, Stickers, and Cookies


Executive Summary: Welcome to the Retirement Tax Services Podcast! On Monday’s episode, Steven and guest Matt Jarvis discussed Qualified Charitable Distributions (QCDs). Along the way, Matt shared tips for handling common QCD mistakes professionally. Steven’s delving even […]

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May 31, 2021

Beware of Lurking QCD Errors


Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest is Matthew Jarvis of The Perfect RIA and Jarvis Financial. Today’s topic is Qualified Charitable Distributions (QCDs). There’s a lot to love about making […]

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May 28, 2021

Simple Reasons Advisors Should Talk Taxes


Executive Summary: Welcome to the Friday Tax Q&A edition of the Retirement Tax Services Podcast! Steven’s guest is advisor Sten Morgan of Legacy Investment Planning, the author of 7 Mindsets […]

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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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