Social Security can be confusing; even the hard-working people working in Social Security offices don’t always get it right. Here are the two questions advisors often get asked.
Social Security claiming mistakes can result in more than just lost income; you might end-up paying thousands in extra taxes later!
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!