Jun 28, 2024
Retirement: Income and Taxes – Almost 20% of people over
sixty-five are still
working. In this episode, Chris Boyd and Jeff Perry discuss the
various financial and
emotional reasons that retirees continue to work beyond the typical
retirement age. The
conversation continues with a detailed dialogue about how working
before and after
Social Security’s full retirement age is treated for income tax
purposes. Related issues of
Roth conversions, IRA required minimum distributions (RMDs), and
legacy planning
come into play and how all these subjects are key components of the
financial planning
process.
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr