Social Security: How To Avoid A Surprise Tax Bill! скачать в хорошем качестве

Social Security: How To Avoid A Surprise Tax Bill!

Avoid A Surprise Tax Bill When Filing for Social Security Benefits! Are you aware that your Social Security benefits might be considered taxable income? Many retirees, like Mary, find this out the hard way. In this video, Certified Financial Planner Mike Heatwole, founder and CEO of The Dala Group, shares crucial information about withholding taxes on your Social Security benefits to prevent an unexpected tax bill. Join Mike as he walks you through: ✅ An example of a retiree who faced a shocking tax bill ✅ How to easily withhold taxes from your Social Security payments using Form W-4V ✅ The different withholding percentage options available ✅ A pro tip on filing the form to maximize its effectiveness Don’t let confusion about your taxes dampen your retirement joy! Watch this video to learn how you can take control of your tax situation and enjoy peace of mind during your retirement years. ================================ 🔗Connect with us → https://www.thedalagroup.com ================================ ⏱ Timestamps ⏱ 00:00 Intro 00:30 Case Study - Retiree Mary 01:03 Filing for Social Security Benefits Online 01:17 Solution – Form W-4V 01:59 Pro-Tip