Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill! John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.
The Money Talk | AI Potential
Happiness Drain | Inherited IRAs
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
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