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GRFTFS: Withdrawals Effect on Social Security Taxation?

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Manage episode 472764237 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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://podcastplayer.com/legal.

"I’m 67, looking to retire next year, and have multiple different types of accounts with my retirement savings. How do my withdrawals impact the taxation of my Social Security benefits?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I want to watch my family enjoy what I’ve earned over the years. Are there opportunities for tax-efficient wealth transfer to heirs while still alive? Should I consider a multi-family property as my first investment, living in one unit and renting the others?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 3/19/2025

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 472764237 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors 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://podcastplayer.com/legal.

"I’m 67, looking to retire next year, and have multiple different types of accounts with my retirement savings. How do my withdrawals impact the taxation of my Social Security benefits?" We're answering YOUR questions on this week's Get Ready For The Future Show!

I want to watch my family enjoy what I’ve earned over the years. Are there opportunities for tax-efficient wealth transfer to heirs while still alive? Should I consider a multi-family property as my first investment, living in one unit and renting the others?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!

Originally aired 3/19/2025

  continue reading

300 episodes

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