Overlooked tax free retirement income

If Social Security is your primary source of retirement income, you may be paying no federal income tax. Retirees in these situations often don't realize they could take additional income completely tax free. This extra income could be used for increased spending or tax and estate planning strategies such as Roth conversions.

Related video 👉 HOW SOCIAL SECURITY BENEFITS ARE TAXED: https://youtu.be/cbiAtETn_TA?si=oq2TKxaLfqPOwSxi

👉 My professional focus is retirement planning for individuals age 55+. Please visit my website or reach out for a conversation. Thanks for watching! 😀

Ted Erhart, CFP®
Financial Planner
Anoka, Minnesota
www.norrislakeretirement.com
https://www.linkedin.com/in/ted-erhart-cfp%C2%AE-4969939/
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Norris Lake Financial Planning is a SEC registered investment advisor able to conduct advisory business in states where it is registered, exempt or excluded from registration. All contents contained herein should not be construed as an offer or solicitation for investment advice or for the offer or sale of any security, insurance or other investment product. Data contained here is obtained from believed reliable sources, however, cannot be guaranteed. Investments contain a risk of loss. Please consult a qualified legal, tax or accounting professional before implementing any investment or strategy discussed.

Тэги:

#tax_free_retirement_income #social_security_taxes #retirement_income

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