Taxes Saved Podcast
At Taxes Saved, we help Baby Boomers and retirees protect their retirement from taxes, inflation, market losses and economic uncertainty.Tune into Taxes Saved Podcast to learn the safe, proven, IRS approved way to secure your retirement.
- Indexed episodes, last 90 days
- 26
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
When the Market Drops the IRS Puts Roth Conversions on Sale (opens the original)
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This episode reveals why market downturns present one of the most valuable tax-planning opportunities available to retirement savers. While many people focus on declining account balances during periods of market volatility, the podcast explains how temporary market losses can effectively put a Roth conversion "on sale." This segment also discusses how today's tax environment creates a unique planning window for investors considering Roth strategies.
The Hidden Tax That Can Erase Two-Thirds of a Grandchild’s Inheritance! (opens the original)
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This podcast pulls back the curtain on the Generation-Skipping Transfer Tax (GSTT), one of the most overlooked threats to family wealth. Listeners will learn how this little-known federal tax was created to prevent assets from passing through multiple generations without additional taxation and why it can have devastating consequences for grandparents who plan to leave money directly to grandchildren. The discussion explains who the IRS considers a "skip person. It explores the potentially stagg
The Six Situations Where a Roth Conversion Could Backfire! (opens the original)
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This podcast takes a close look at one of the most talked-about retirement planning strategies today, Roth IRA conversions. While Roth accounts offer attractive benefits such as tax-free growth, no required minimum distributions and greater flexibility for heirs, the decision to convert is far more complex than the financial headlines suggest. The podcast examines why Roth conversions are frequently misunderstood and explains how a strategy that appears beneficial on the surface can produce unin
The Silence That Costs Families Everything! (opens the original)
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This podcast explores one of the costliest mistakes families make, stopping financial conversations when children become adults. While parents spend years teaching life skills and values, many avoid discussing money once their children turn 18, leaving the offspring to navigate an increasingly complex financial world on their own. The episode emphasizes why adulthood is actually the most important time for conversations about budgeting, debt, saving, investing and long-term financial planning. T
The Zero Social Security Check Trap! (opens the original)
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This episode uncovers two costly Social Security surprises that catch hundreds of thousands of retirees off guard each year. The podcast explains how the Social Security Retirement Earnings Test can reduce or even temporarily eliminate monthly benefit checks for individuals who continue to work but claim benefits before reaching full retirement age. Learn how the earnings limits work, why benefit checks can unexpectedly drop to zero and what changes once full retirement age is reached. The episo
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