Скачать или смотреть 3 Strategies to Minimize Your Social Security Taxes

Many retirees are surprised to learn that above a certain income, Social Security is taxed. In retirement, it's important to know how all your income streams will be taxed, and how to mitigate those taxes. In this video, Nick explains three strategies with Erin.

1. Convert to a Roth IRA
2. Consider Shifting Income Investments
3. Delay Claiming Your Social Security Benefits

Another strategy to consider is a Qualified Charitable Distribution. Determining which strategy is right for you is a very personalized calculation, and it's something we specialize in at Eikenberry Retirement. For your detailed and personalized retirement tax plan, please give Nick a call at 937-498-1128 or visit www.EikenberryRetirement.com