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Will Uncle Sam take a bite out of your Social Security?

Author
Charisse Rivers
Published
Thu 31 Aug 2023
Episode Link
https://omny.fm/shows/retirement-coffee-talk/will-uncle-sam-take-a-bite-out-of-your-social-secu

Is it really possible that your social security could be taxed in retirement? For some people, that may indeed be the case. Charisse Rivers of Zinnia Wealth Management talks about who may face this tax obstacle and if there's any strategies to help avoid it. 

Plus, is it a good strategy for someone retiring at age 62 to draw money solely out of their 401(k) while waiting until 70 to start taking Social Security.

 

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