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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Sep 22, 2023

The world of Social Security benefits can be complex, particularly when it comes to understanding the taxation associated with these benefits. In this episode, we’re going to tell you how we’d get to the answer and give you a better idea of how much taxation will impact your benefits in retirement.

Here’s what you can expect to learn in this episode:

  • How do you go about finding this number?
  • The different tax thresholds and what that means to your benefits.
  • Why you should take advantage of those windows in time where you’re paying little in taxes.
  • Why Roth conversions could benefit you a lot when it comes to the taxes you’ll have to pay on your Social Security.

 

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