Steven Jarvis

Jul 30, 2024 | aol.com | Steven Jarvis

July 30, 2024 at 7:30 AMAsk an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years? I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the impression throughout my saving career that tax rates in retirement are supposed to drop, especially if you pace your withdrawals. How can tax rates in retirement be higher than your earning years?

May 7, 2024 | aol.com | Steven Jarvis

May 7, 2024 at 2:00 PMAsk an Advisor: I'm in the Highest Tax Bracket, Should I Do a Roth Conversion? What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -JoelIf you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.

Apr 19, 2024 | mrjarvis.substack.com | Steven Jarvis

Doug Matthew Stewart, AKA StewAnon and Aubrey Cottle, AKA Kirtaner have been targeting Josh Fidel, AKA HiFi and his children. Here is Doug highlighting today’s self-immolation of a right-winger near Trump’s trial in a threatening manner towards Hifi’s kids knowing fully that Andrew Auernheimer, AKA Weev and Remi Barrette, AKA Conspirator0, AKA Ryushi, have full access to every users’ private data on X, had been responsible for removing Fidel’s accounts, not X. Some take-aways from the above.

Mar 2, 2024 | aol.com | Steven Jarvis

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years? I recently attended a retirement seminar at a local community college where the instructor talked about potentially higher tax rates in retirement due to the new RMD age. I have been under the impression throughout my saving career that tax rates in retirement are supposed to drop, especially if you pace your withdrawals. How can tax rates in retirement be higher than your earning years?

Feb 21, 2024 | nz.news.yahoo.com | Steven Jarvis

What are your thoughts on Roth conversions if you are in the highest tax bracket and plan to be there moving forward? -JoelIf you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket. In fact, there are specific instances where converting at the highest tax rates makes sense. And they are worth considering.