Despite the Headlines, the Big Beautiful Bill Did Not Eliminate Taxes on Social Security. скачать в хорошем качестве

Despite the Headlines, the Big Beautiful Bill Did Not Eliminate Taxes on Social Security.

The key to understanding how much of your Social Security is taxed comes down to something called provisional income (also known as combined income by the IRS and SSA). And as Nolan Goslee with Cornerstone Retirement Partners and Erin Kennedy discuss, a little bit of planning now can go a long way in saving you thousands later. In this video, we break down: 👉 What provisional income is and why it matters 👉 How much of your Social Security could be taxed 👉 What makes up your provisional income 👉 Why Roth distributions don’t affect it (but 401(k)/IRA withdrawals do!) 👉 Why Social Security is still taxable for most retirees—even after the new law If you have questions about how your Social Security will be taxed and how you can take action now to reduce your taxes in retirement, please call Nolan at 616-301-2581 or visit www.Cornerstone-RP.com Nolan Goslee and Erin Kennedy are not affiliated with or endorsed by the Social Security Administration or any other government agency. For more updates on when Cornerstone Retirement Partners uploads a new video follow these social medias Facebook -   / cornerstoneretirementpartners   Linkedin -   / cornerstone-retirement-partners   Twitter -   / cornerstone_rp   If you perfer to listen to the videos they will be posted in audio form on this page. https://coursetoretirement.libsyn.com... Financial Education Find out more information about Cornerstone Retirement Partners, request a consultations, or download the resources mentioned in today’s episode by visiting www.cornerstone-rp.com Disclosure: Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Cornerstone Retirement Partners are independent of each other. Nolan Goslee and Erin Kennedy are not affiliated with or endorsed by the Social Security Administration or any other government agency.