In this video I'll be covering the earnings limit rules that’ll be effective for 2022 and then answer some of the top questions that I’ve been asked since I made the 2021 update video. 🔥🔥 Get the Ultimate Social Security Cheat Sheet! It takes the essential information from the...
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5 Effective Ways to Obtain TAX FREE Social Security Benefits: Must-Know Strategies
There are five simple steps that you can take to reduce (or even ELIMINATE) the taxes on Social Security. Optimize your retirement plan with Devin and his team. Get started with a complimentary 15 minute phone call. Schedule at 🔥🔥 Get the Ultimate Social Security Cheat Sheet! It...
Understanding Social Security for Couples
If you are married, figuring out when you and your spouse will each take Social Security retirement benefits can be a complex decision with more than a few unintended consequences. Here are three questions that can help you make the best decisions for your Social Security benefits individually and...
The Impact of Age on Your Entitlement to Social Security Disability and VA Claims
Age can be a determining factor in whether or not you qualify for Social Security Disability benefits. If you are under the age of 50, you must be able to prove that your disability has lasted or is expected to last at least one year before you can receive benefits. Those over the age of 50 need...
Converting to a Roth IRA: Three Compelling Reasons
Roth conversions have become a hot topic and for a good reason. After paying taxes throughout your working life, it would certainly be nice to strategically reduce taxes during retirement, if feasible. Nevertheless, the viability of a Roth conversion depends on individual circumstances, and after...