Most people tell me they don’t mind paying their fair share in taxes but they don’t want to pay more than their fair share.  If you are interested in strategies to reduce your taxes in retirement I think you are going to love this episode.

In today’s podcast episode I interviewed Steven Jarvis who is the co author of the book “Don’t get killed on taxes” and the host of the Retirement Tax Podcast.  We talked about how to pay less money in taxes on social security income, when do ROTH conversions make sense, Sneaky Shadow Taxes to watch out for, How your income and withdrawal strategy can impact your affordable care act tax credits, the triple tax savings of HSA accounts, QCDs for tax planning, and long term capital gains and depreciation recapture when selling rental properties.

Jason’s new book is now available exclusively on Amazon. 

Retirement Calculator – How Much Money Do I need To Retire?

Articles, Links & Resources:

Book – Don’t Get Killed On Taxes by P.J. DiNuzzo, CPA, PFS, MBA, MSTx & Steven Jarvis, CPA, MBA

Podcast – Retirement Tax Podcast with Steven Jarvis and Benjamin Brandt

The Social Security Tax Calculator

Estimate Your Affordable Care Act Tax Credits

Qualified Charitable Distributions (QCDs)

The Triple Tax Benefits Of The HSA