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.
Unretirement Options & Money Lessons
Spending Habits & Scammer Stories
Lump Sums & Retirement Planning
Inflation Protection & The Finfluencer
Mortgage-Free & Relaxed!
Steady Emotions & Market Predictions
Financial Tune-Ups & HSA Magic!
Midterm Concerns & Market Analysts
Tax Moves & Unclaimed Money
Social Security & Estate Planning
Retiree Stories & Academic Investing
Cryptocurrencies & Health Insurance
Curve Inversions & Inflation Legislation
Pandemic Takeaways & Saving a Million
Economy Jitters & Strategic Donations
Social Security & Recessions
Savvy Kids & Beneficiary Basics
Tested Plans & Tax Refunds
Contrarian Investing & Retirement Planning
RMDs 101 & Rising Rates
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