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The Retirement Tax Podcast

Aug 15, 2022

Spending money on your health tends to be less than pleasant, but if we can get some tax savings from it, maybe we can save some money and find the silver lining. Many people ask about HSAs, so in this episode, Ben and Steven address the tax advantages of having an HSA and how to make the best use of one.

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Aug 1, 2022

What do you do when you get a letter or a phone call from the IRS? Don’t panic. In this episode, Steven and Ben clarify some important things about IRS communications and responsibilities. You will walk away from this podcast knowing how to avoid scams, what to find clarity on when you get a letter, who to call for...