NO tax on Social Security Benefits? The 2024 Proposed Bill

Nick Davis, CFP®
Nick Davis, CFP®
58.1 هزار بار بازدید - 4 ماه پیش - A new 2024 bill to
A new 2024 bill to eliminate tax on Social Security income is being discussed. How likely is it to pass and who would benefit? Take control of your retirement - bit.ly/brindleandbayretirement 🔥 GET NICK’S WHITE PAPER here: brindleandbay.com/modern-guardrails-for-retirement… 📝 Get NICK’S MEMO at www.newsletter.brindleandbay.com/ How To Calculate Social Security Tax    • How is Social Security Taxed?   Social Security PHANTOM Tax    • What is the Social Security Phantom Tax?   🔑 KEY TOPICS 0:00 - Intro 1:36 - Understanding Social Security Taxation 2:33 - What This Means for Retirees 3:00 - Key Provisions From the Bill 5:34 - Impact on Solvency 7:08 - Retiree Inflation Plan 7:58 - Alternatives? 9:42 - Conclusion 💵 ABOUT US We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process. ___________________________ CONNECT 🤝 Nick's Newsletter: www.newsletter.brindleandbay.com/ Facebook: www.facebook.com/brindleandbay Instagram: www.instagram.com/brindleandbay_/?hl=en Linkedin: www.linkedin.com/company/brindle-bay-wealth-manage… YouTube:    / @brindleandbay   ___________________________ CONTACT ☎ Website: Phone: (214) 988-9178 Email: hello@brindleandba
4 ماه پیش در تاریخ 1403/02/09 منتشر شده است.
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