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Many don’t realize how much health care will cost in retirement, let alone that the way in which you disperse your retirement funds could impact what kind of care you have access to later in life. Are you comfortable with risking not having enough money to cover these crucial costs? This is where...
感谢网友制作的视频总结如下： • 主题：视频讨论了美国的社会保障收入（Social Security Income）的税务问题，强调了税务筹划的重要性，特别是对年轻人来说。 • 联邦税务：社会保障收入在联邦层面可能是应税的，但并非每个人都需要纳税。是否纳税及纳税比例，取决于“combined income”。单身者的“combined income”在25,000至34,000美元之间时，需对50%的社会保障收入纳税；超过34,000美元时，85%的社会保障收入需纳税。 •...
A LIRP is a Life Insurance Retirement Plan, and although this is not for everyone, listen to Troy Sharpe, CFP®, as he explains what a LIRP is and whether or not it's a viable strategy for you to think about when planning for retirement. Life insurance as a tool in your estate plan or your...
The Social Security earnings limit has changed. This is the maximum income you can earn before Social Security begins reducing your benefit! Understanding this limit can affect how hard you choose to work while taking Social Security. Afterall, why break your back to make another $1000 when your...
Social Security and Retirement: Working and taking social security benefits can be a tricky proposition, because there are limits to how much you can make before the SSA starts with holding benefits from your social security checks. So today we are talking about the new higher earnings limits for...
