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Taxation and Surprises of Social Security

Retirement Tax Planning Social Security


People far too often pay more taxes in retirement than they need to because of confusing rules and surprises in the tax code. And this video is the about one of biggest surprises - the taxation of social security - which at times is referred as the tax torpedo; and whether it applies to you or not, it’s a great example of how deceiving and confusing the tax code can be.  By watching this video you will be better informed about a few surprises around social security.  

Dan Lohmar is a Certified Financial Planning Professional with United Wealth Management specializing in United Airlines PRAP management and financial planning for United Pilots.