The Best Of Refining Retirement Podcast - 2024 Social Security Updates

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss how tax rates may affect your Social Security withdrawals. Takeaways: - You’ve got to be careful withdrawing Social Security while still receiving income because it is subject to tax. - You can view the federal income tax rates and brackets by visiting https://www.irs.gov/filing/federal-income-tax-rates-and-brackets - Depending on your situation, losses can hurt more than gains help. - Download our FREE helpful resource, “The Social Security Decisions” - Our firm is not affiliated with or endorsed by any government agency. Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

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This episode is 26 minutes long.

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This episode was published on March 4, 2024.

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