Broker Check

Tax & Social Security (Video)


(Click to Download the Power-Point Slide deck)


Key Takeaways:

• Tax exposure may change throughout retirement. Your tax strategy will need to adjust through the various phases of retirement.
• Don't let inflation, longevity, expenses & health care be retirement surprises.
• Utilize social security calculators and educate yourself with the proper resources to efficiently plan your benefit. Mistakes here can be costly.