Calculating Your Retirement Tax Bill
& What You Can Do To Reduce It
✩ Hosted by two of the industry's leading voices on retirement and tax planning! ✩
Benjamin Brandt, CFP® & Steven Jarvis, CPA
May · 24 · 2023
9 AM PST

We’re trying something new with taxes and don’t want you to miss it!

Benjamin and Steven are bringing you an incredible online session all about understanding just how much you will pay in taxes over your lifetime AND what you can do about it. As part of this valuable and action oriented presentation Steven and Ben are going to share the top 7 planning opportunities they see for people planning for and in retirement to reduce their taxes.

Better yet, they are going to show you how to identify on YOUR personal tax return whether these strategies might be a fit for you.

So sign up for the session and make sure you have your tax return handy to follow along so you can turn theory into reality and start sanding the rough edges off of your retirement tax bill.
  • Taking advantage of low income tax years
  • ​Being strategic around Medicare Premiums
  • Tax efficient charitable giving (even if you can't itemize!)
  • ​Planning ahead for HOW your taxes get paid
  • ​Tax planning beyond simply getting a refund
  • ​Filling up your tax free "bucket"
  • ​Multi-year approach to NOT getting killed on taxes
05.24.2023 I 9 AM PST

Get ready to go through the real math on estimating your future tax bill 
so you can see why this is such an important topic.

Targeted Content

 We will share exactly how you can estimate your “retirement tax bill” and use your 2022 tax return to identify planning opportunities to start sanding off the rough edges of that tax bill.

Future Tax Liability

We Focus on what you can truly control and how to set yourself up financially for your future.

Out of the Box Thinking

We will show you the bridge between tax professionals, financial advisors and their mutual clients, all in order to help reduce most people's largest expense in retirement - TAXES
Do you too think about taxes just once a year and tend to solely focus on whether they get a refund or have to write a check?  Are you aware that taking the “once-a-year approach” almost guarantees that you are going to overpay the IRS over your lifetime?

LETS CHANGE THAT TOGETHER!
05.24.2023 I 9 AM PST
Meet The Speakers
Steven Jarvis, CPA
Steven Jarvis is a CPA and founded Retirement Tax Services, a tax firm that aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes!

He’s a former college professor and author of the book
“Don’t Get Killed On Taxes” – 20 Of The Most Common Reasons You’re Sending Too Much Money To The IRS.
Benjamin Brandt, CFP®
Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is also the host of the popular podcast Retirement Starts Today Radio and the accompanying blog.

His Mission Is To Have A Valuable Impact On The Retirement Of 1 Million People.
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This Webinar Is The Simple, Yet Most Powerful Way To Change The Number
Of Your Tax Bills
05.24.2023 I 9 AM PST

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