3 Social Security Tax Mistakes (Potentially Costing You Thousands!)

Social Security is a key part of maximizing your retirement story. The decisions you make about when and how to claim it can have a big impact on how much you keep versus how much goes to the IRS. In today’s show, we’ll break down 3 common Social Security tax mistakes- some of which could cost you big- and how to avoid them.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:51 – Mistake 1: Believing Social Security Is Tax-Free

3:20 – Mistake 2: Not Planning For Medicare Impacts

4:12 – Mistake 3: Timing Social Security with Roth Conversions

7:12 – Retirement Chart Of The Week

9:49 – Diversification In Investing

10:30 – Listener Question

Periodic Table of Investment Returns 

https://www.callan.com/periodic-table/

 

Want to get in touch?

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: [phone]

Contact our team: [e-mail]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

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Check out our free guides:

Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/

Social Security Benefits Guide: https://maxretirementshow.com/socialsecurity/

Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/

 

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