Ep 36: 3 Ways to Reduce Tax on Your Social Security

Jan 10

Tax planning can have a massive impact on your retirement plan and can help you save money in the long term. Some of these strategies need to be carefully planned and carried out over the next several years. We will discuss the top 3 ways you might be able to reduce your taxes on your social security benefit on today's episode.

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In this episode:

[3:31] Adjust your 401k

[3:59] Required Minimum Distributions

[6:44] Consider Roth Contributions

[7:36} How much should I put into my Roth?

[10:26] Strategize taxes each year

[12:27] Phantom taxes

Nicolas Davis