Below you'll find a list of all posts that have been tagged as “social security”
Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes now and avoid them later. Keep in mind that Roth distributions* avoid Federal taxes and are not included in the Social …
Help Middle Income Clients Avoid this Social Security Trap By Corey Keltner, Practice Development Specialist In 1983, Congress passed a rule that made Social Security distributions taxable for the first time since it began. Up to 50% of Social Security could become taxable under a quirky formula if “combined income exceeds a threshold amount” which, at the time, was $25,000 …
Social Security and the Big Financial Planning Picture By Corey Keltner, Practice Development Specialist The first Social Security tip I want to discuss relates to the bigger financial planning picture. It’s easy for clients to think that Social Security is just a switch that can be flipped on when they are ready to retire, but we really need to convince …
