2023 EP0923 | Peter Richon | Opening A Trading Account Podcast with Peter Richon

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September 23, 2023 10:00 am

Many retirees are surprised to learn that above a certain income, Social Security is taxed. In retirement, it's important to know how all your income streams will be taxed, and how to mitigate those taxes. In this video, Peter with Richon Planning explains 3 strategies to Erin Kennedy:

Convert to a Roth IRA
2. Consider Shifting Income Investments
3. Delay Claiming Your Social Security Benefits

Another strategy to consider is a Qualified Charitable Distribution. Determining which strategy is right for you is a very personalized calculation, and it's something we specialize in at Richon Planning. For your detailed and personalized retirement tax plan, please give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com

#Retirement #WealthManagement #SocialSecurity #Taxes

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