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How is Social Security Taxed?

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Manage episode 361898131 series 2984409
Content provided by Money & Stuff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money & Stuff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security and talk about how and why Social Security is taxed. They discuss:

  • How your Social Security is taxed
  • What determines how it is taxed and what isn't taxed
  • What your provisional income is and how it impacts your taxation

Watch here: https://youtu.be/YFCl5i3Bipg
Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:
cshepard@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

  continue reading

59 episoade

Artwork
iconDistribuie
 
Manage episode 361898131 series 2984409
Content provided by Money & Stuff. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money & Stuff or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security and talk about how and why Social Security is taxed. They discuss:

  • How your Social Security is taxed
  • What determines how it is taxed and what isn't taxed
  • What your provisional income is and how it impacts your taxation

Watch here: https://youtu.be/YFCl5i3Bipg
Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact
Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:
cshepard@foundationwealthpartners.com
Securities offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

  continue reading

59 episoade

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