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In part two, we’ll focus on who is eligible for Social Security benefits, how they get calculated, and how working will affect your benefit.
In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Since we have a list of 10 to breakdown, we’ll divide it up into two episodes so make sure you check out both.
Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples.
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. In today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023.
Today, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your different types of retirement income are taxed in different ways.
