7 Questions Retirees Often Get Wrong on Taxes

Published on: Aug 20, 2022

In this episode you’ll learn:

  • Which tax deductions you may qualify for in retirement
  • Which types of retirement income are taxable
  • Our predictions on what might happen with tax rates in the future

You need a financial advisor who works with you.  At Beacon Capital Management, we make it simple. We gather some basic information from you about your goals, your current investments, and your financial situation. We research potential opportunities for you. We do all the heavy lifting then we share those findings, and recommendations, with you. It’s all your decision in the long run, we are here to educate you and guide you. Whether you work with us or not, we are happy to talk with you and give you a free second opinion. Schedule your Financial Plan Checkup for FREE!

There are thousands of rules that come with drawing Social Security, and if you make a mistake about when to take benefits, you don’t get a do-over. You get one crack at this, and you’ve got to do it right, and if you don’t do it right, you’re basically leaving money on the table. If you want to learn more about maximizing your Social Security benefits, check out our Free Webinar.

Sign up for our webinar: “3 Common Mistakes with Social Security in 2022”

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