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Steven Jarvis - Mid-Year Tax Strategies
Episode 16320th June 2022 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:27:15

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Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a proactive approach when it comes to tax planning.

It’s important to be committed to having some kind of tax-planning conversation on any topic, especially with a professional outside of the traditional tax period.

In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, the host of Retirement Tax Podcast, and is knowledgeable in tax planning. We discuss the benefits of tax planning and a few ways how you can get intentional to avoid paying more tax than needed.

In this episode, find out:

  • The importance of tax planning to avoid the pain of the tax-paying experience.
  • How (QCDs) can lower your taxable income even when taking standard deductions.
  • How doing a QCD can help you pay lower premiums for Medicare.
  • The benefits of the donor-advised fund, allowing lumping of multiple years of charitable contributions into a single year.
  • Why you should consider getting your money into a tax-free bucket according to your tax bracket.
  • The reasons why you should or shouldn’t consider doing a Roth conversion.

Tweetable Quotes:

  • “Everyone should consider a Roth; it does not mean anyone should do one.”- Radon Stancil
  • “If you have any concerns that tax rates might go up, getting dollars into a tax-free bucket is going to set you up for success.”- Steven Jarvis
  • “The only way we get ahead with tax planning is if we have an intentional approach.”- Steven Jarvis

Get in Touch with Steven:


If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit



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