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Retirement Planning

Long Term Capital Gain Strategies Inside the Social Security Tax Torpedo [Video]

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Long Term Capital Gain Strategies Inside the Social Security Tax Torpedo

Do you have a tax-efficient retirement income strategy that maximizes Social Security? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

In our trainings around the Social Security Tax Torpedo, we’ve discussed that IRA and pensions can have in forcing you into some very high marginal brackets.

But in retirement, we often have choices regarding the optimal place to pull our income from.

A fully taxable withdrawal, such as an IRA withdrawal, is just one of the three buckets you can ultimately pull from.

Pulling a long term capital gain from your taxable account translates to an entirely different tax consequence.

In some ways, this is good!

We’ll discuss how entering the Tax Torpedo zones with Capital Gains vs. IRA withdrawals is much more forgiving from a tax rate standpoint.

However, lower taxes today have to be weighed with our future tax liability as well. This can lead to a layered decision-making process.

#SocialSecurity #TaxTorpedo #RetirementIncomePlanning
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Retirement Planning

Bonus Check for Social Security, SSDI, Medicare - New Updated Announcement [Video]

Bonus check! Social Security, SSDI, Medicare, new updated informationIn this video, we discussed a bonus check for millions and millions of Social Security, retirement, SSDI, survivors and Medicare beneficiaries. There were some changes to Medicare in late 2021 which could translate into a bonus check and reimbursement for Millions a Beneficiaries in 2022. We discussed a bonus check and some new information that was recently released in regards to these payments. We discussed all the information in this video for Social Security, SSDI, survivors and Medicare beneficiaries. This is a social security update, SSDI Update, Social Security benefit update, SSDI Benefit Update, Medicare benefit update.Please make sure to subscribe to the Blind to Billionaire channel and share this video with your friends, family, social media and check out any of the other videos here on the channel. Fan Club - Join Here:https://www.youtube.com/channel/UCYqOP98j1cPqLzN2-AAgsHQ/joinFREE Stocks Here:https://a.webull.com/8XVrtYUM4U86HxGaGKFREE $30 when you spend $30 here:https://www.rakuten.com/r/BLINDT32Shop Amazon Here:https://amzn.to/2UjdFCz***Disclaimer*** All the material in this video is for entertainment purposes only and is not financial, legal, accounting, tax, investment advice, or advice in any way. This information should be used as general information for entertainment purposes, we highly advise you speak to your professional for specific information. We are not liable in any way, shape, or form as a result of any information discussed in this video. Links shown above are affiliate links which will result in the creator receiving a small commission upon the use/registration of the link provided.Blind to Billionaire is a dedicated YouTube channel to bring you daily updates and information to be The most valuable and high-quality information for this community. Blind to Billionaire is very dedicated to this community so please make sure to subscribe, share this video and check out any of the other thousands of videos here on the channel.#SocialSecurity #SSDI #SSI #BlindToBillionaire

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Retirement Planning

Social Security Just Changed… [Video]

Social Security just changedIn this video, we discuss Social Security benefits for Millions a Beneficiaries in 2022. Social Security benefits have just changed once again due to action taken by Congress. We are always watching everything closely as a pertains to Social Security, SSDI, SSI, VA, low income and no income. This is a new change to Social Security benefits in 2022 that will impact in Millions of Beneficiaries. This will also be impacting Social Security retirement, Seniors, and those individuals turning 62 in 2022. We discussed all the details of the changes to Social Security in this video. This is a social security update, Social Security retirement update, Social Security 2022, Social Security 2020 to update.Please make sure to subscribe to the Blind to Billionaire channel and share this video with your friends, family, social media and check out any of the other videos here on the channel. Fan Club - Join Here:https://www.youtube.com/channel/UCYqOP98j1cPqLzN2-AAgsHQ/joinFREE Stocks Here:https://a.webull.com/8XVrtYUM4U86HxGaGKFREE $30 when you spend $30 here:https://www.rakuten.com/r/BLINDT32Shop Amazon Here:https://amzn.to/2UjdFCz***Disclaimer*** All the material in this video is for entertainment purposes only and is not financial, legal, accounting, tax, investment advice, or advice in any way. This information should be used as general information for entertainment purposes, we highly advise you speak to your professional for specific information. We are not liable in any way, shape, or form as a result of any information discussed in this video. Links shown above are affiliate links which will result in the creator receiving a small commission upon the use/registration of the link provided.Blind to Billionaire is a dedicated YouTube channel to bring you daily updates and information to be The most valuable and high-quality information for this community. Blind to Billionaire is very dedicated to this community so please make sure to subscribe, share this video and check out any of the other thousands of videos here on the channel.#SocialSecurity #SSDI #SSI #BlindToBillionaire

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Retirement Planning

NEW BILL - Social Security Benefits Update (Feb23) [Video]

New updates for seniors on social security retirement, ssi, ssdi, and medicare. Thank you for watching.