Tag: Social Security Planning

Smart Social Security Facts: Your Guide to Tax Planning for 2024

Most people we are talking to about their plans for a comfortable, secure retirement have serious concerns about inflation and a potential recession in 2024. When they added the complexities of Social Security’s eligibility requirements, planning for the future became even more complicated. They want to make the right decisions to maximize their after-tax lifetime benefits.   Social Security may or may not produce a meaningful monthly income for you. But, at a minimum, it extends the life of your other […]   Read More
Date: October 23, 2023