Will Uncle Sam take a bite out of your Social Security?
Retirement Coffee Talk · Charisse Rivers
August 31, 202310m 46s
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Show Notes
Is it really possible that your social security could be taxed in retirement? For some people, that may indeed be the case. Charisse Rivers of Zinnia Wealth Management talks about who may face this tax obstacle and if there's any strategies to help avoid it.
Plus, is it a good strategy for someone retiring at age 62 to draw money solely out of their 401(k) while waiting until 70 to start taking Social Security.
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Topics
RetirementMedicareTaxesRMDRMDsSocial SecurityRetirement PlanningRequired Minimum DistributionsSocial Security TaxesRetirement Planner