Your Complete Guide to Social Security Taxation!
Автор: Jacob Duke, CFP®
Загружено: 2025-01-10
Просмотров: 14800
Описание:
Understanding how Social Security is taxed might be the biggest hack to lowering your taxes in retirement. Structuring your portfolio and income sources correctly is key and could end up saving you hundreds of thousands in taxes.
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00:00 Introduction
00:26 Two Important Tips
01:10 Three Steps to Calculate Social Security Taxes
03:11 Example Calculation
03:43 Checking the Calculation
06:45 Running Through the Normal Income Tax Brackets
09:04 Adjusting the IRA Distribution
12:21 Conclusion
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
#howmuchtoretire #retirement #retirementplanning
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