5-16-25 Tax-free Social Security - Dream or Deception? episode artwork

EPISODE · May 16, 2025 · 45 MIN

5-16-25 Tax-free Social Security - Dream or Deception?

from The Real Investment Show (Full Show) · host Lance Roberts

What if your Social Security benefits were no longer taxed? A new bill in Congress could make that happen — but is it real policy or just political posturing? Richard Rosso unpacks the proposal to eliminate federal income tax on Social Security, what it could mean for retirees, and the fiscal reality behind the promise. 🧾 What’s in the proposed legislation 💸 How it could impact retirement income ⚖️ The budget math Congress doesn’t want to talk about 👉 Subscribe to stay ahead of retirement policy changes that affect your wallet. SEG-1: Shopping at WalMart Ain't What it Used to Be SEG-2: Social Security Calculations & Economic Awareness SEG-3: Taxless Social Security - Dream or Delusion? SEG-4: Dealing with TDS - Tariff Derangement Syndrome Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=rRfLLZLnUOs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mention in this show: "The Wealth Effect Is Not Always Virtuous" https://realinvestmentadvice.com/resources/blog/the-wealth-effect-is-not-always-virtuous/ "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "Now is the Time to Not Be Greedy" is here: https://www.youtube.com/watch?v=bdJgbyS_PkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What is Up with Yields Now?" https://www.youtube.com/watch?v=1zRtjeKGJ7o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxFreeSocialSecurity #SocialSecurityReform #RetirementRelief #EndSocialSecurityTaxes #FinancialPolicy 2025 #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing

What if your Social Security benefits were no longer taxed? A new bill in Congress could make that happen — but is it real policy or just political posturing? Richard Rosso unpacks the proposal to eliminate federal income tax on Social Security, what it could mean for retirees, and the fiscal reality behind the promise. 🧾 What’s in the proposed legislation 💸 How it could impact retirement income ⚖️ The budget math Congress doesn’t want to talk about 👉 Subscribe to stay ahead of retirement policy changes that affect your wallet. SEG-1: Shopping at WalMart Ain't What it Used to Be SEG-2: Social Security Calculations & Economic Awareness SEG-3: Taxless Social Security - Dream or Delusion? SEG-4: Dealing with TDS - Tariff Derangement Syndrome Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=rRfLLZLnUOs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mention in this show: "The Wealth Effect Is Not Always Virtuous" https://realinvestmentadvice.com/resources/blog/the-wealth-effect-is-not-always-virtuous/ "A Bear Market Rally?" https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/ ------- The latest installment of our new feature, Before the Bell, "Now is the Time to Not Be Greedy" is here: https://www.youtube.com/watch?v=bdJgbyS_PkA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What is Up with Yields Now?" https://www.youtube.com/watch?v=1zRtjeKGJ7o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxFreeSocialSecurity #SocialSecurityReform #RetirementRelief #EndSocialSecurityTaxes #FinancialPolicy 2025 #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing

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5-16-25 Tax-free Social Security - Dream or Deception?

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This episode was published on May 16, 2025.

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What if your Social Security benefits were no longer taxed? A new bill in Congress could make that happen — but is it real policy or just political posturing? Richard Rosso unpacks the proposal to eliminate federal income tax on Social Security,...

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