Thursday Feb 29, 2024

Wait...I Pay Taxes on My Social Security Benefits?!

One of the big, unfortunate surprises for retirees is that yes, you may have to pay taxes on your Social Security benefits. On this week's episode, Laurel & Taylor discuss the income thresholds you need to know when it comes to taxability. We'll also discuss why your RMD might also be bigger than you expected in 2024. Need some help with your retirement numbers? Connect for a chat at www.MattsonFinancial.com

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2023 Gary Mattson

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