Jake Turner
Enrolled agent and planner on Jim Saulnier & Associates team who provides tax-focused expertise, represents clients before the IRS, and answers technical tax-preparation questions on the show.
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Feb 21, 2026 • 1h 21min
Tax Special – Conversions, Contributions, HSAs, Tax Returns, Tax Software PSA: Q&A #2608
Jake Turner, an enrolled agent who represents clients before the IRS, joins to tackle practical tax Q&A. They cover Roth conversions after RMDs, when conversions still help heirs, and how younger savers might split Roth vs Traditional. They debate HSA versus Roth tradeoffs, walk through IRA reporting and backdoor Roth paperwork, and explain handling a deceased taxpayer’s refund and a tax-planning tool PSA.
