Sep 15, 2021
Welcome to The Retirement Tax Podcast, where hosts Steven Jarvis, CPA, and Benjamin Brandt, CFP, work together to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes. Each week, they will dive into conversations around taxes, focusing on what you can truly control (instead of what you cannot) and how to set yourself up financially for your future.
In this inaugural episode, Steven and Benjamin will be explaining how you can generate tax-free income by owning a house, as well as how to make use of your home even whilst you are not living in it. You will learn the importance of keeping good records and always remaining compliant with the IRS. Remember: you can have an impact on your retirement tax—this is not something you are stuck with!
You can find all show notes for this episode at: https://bit.ly/3AhyB2o