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Steven Jarvis - Tax Planning for Retirement
Episode 13313th December 2021 • Secure Your Retirement • Secure Your Retirement
00:00:00 00:32:04

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Did you know that you might end up spending more on taxes after retirement due to a lack of proper tax preparing and planning strategy?

It is important that you proactively do tax preparation outside of the tax deadline and plan your taxes as part of your retirement planning.

In this episode of the Secure Your Retirement podcast, we have Steven Jarvis, a CPA, owner of Retirement Tax Services, host of the Retirement Tax Podcast, and is very knowledgeable in tax planning. We cover the topics of Roth conversions and tax rates going up in 2022 and how you can navigate that with the help of a financial advisor.

In this episode, find out:

●     The disadvantages of using tax software when it comes to complex tax planning.

●     What a lot of people think about taxes and how tax preparation and planning can help you get tax benefits.

●     Things to look into outside of the tax deadline to proactively and impactfully plan tax.

●     Steven explains how he approaches the topic of Roth conversions and tax rates going up.

●     The value of proactively finding ways to take away the IRS’s ability to change the rate on your tax-deferred money.

●     Understanding the proposed tax changes that might happen come 2022.

●     Steven on how he partners with financial advisors to help taxpayers do tax preparing and planning.

Tweetable Quotes:

●     “If tax rates don’t change, it doesn’t matter if you do tax-deferred or Roth, the math works the same.”- Steven Jarvis

●     “The tax code is written in pencil; congress can change it any time they want.”- Steven Jarvis

Get in Touch with Steven:

●     Website:

●     LinkedIn:


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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