Tax Free Social Security? The 4 Year Window Every Senior Needs To Know!

What if you could receive your Social Security tax free? Sounds too good to be true — but for millions of retirees, new rules could make it possible until 2029.

In this episode, Ken Moraif (Founder & CEO of Retirement Planners of America) and CIO Jordan Roach break down:
✅ How Social Security is taxed using provisional income
✅ The new $6,000 deduction per person — and what it means for retirees
✅ How retirees can structure withdrawals to avoid unnecessary taxes
✅ Common mistakes that cost retirees thousands (and how to avoid them)
✅ Why planning IRA vs. non-IRA withdrawals matters more than ever

The bottom line: with the right strategies, up to 88% of retirees may owe nothing on Social Security taxes. But time is limited, and every retiree’s situation is unique.

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OBBB Tax on SS: https://www.whitehouse.gov/articles/2025/07/no-tax-on-social-security-is-a-reality-in-the-one-big-beautiful-bill/

RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. 
These videos are presented for informational and educational purposes only and should not be construed as personalized investment, financial, or tax advice. Opinions expressed herein are solely those of Retirement Planners of America as of the date of publication and are subject to change without notice.
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