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Working while Taking Social Security

Retirement Tax Planning Social Security

Our tax code is confusing and full of surprises.  If you don’t know the rules regarding working and taking social security you might be surprised to find out your social security income can be reduced to zero - that’s right all the way to zero after you start taking it.  In this video I will tell about these rules so that you can make an informed decision about whether or not you work and take social security at the same time.   I’m Dan Lohmar, I’m a CFP professional with United Wealth management where we specialize in PRAP management and financial planning for United Pilots. And like many of you,  My business partner, Alan Bewley, and I are both United pilots.  Welcome to my video about the implications of working while taking social security. So what exactly are the rules about working and taking social security? This video will tell you all about it.


How Work Affects your Benefits Pamphlet:  https://www.ssa.gov/pubs/EN-05-10069.pdf

Retirement Earnings Test Calculator:  https://www.ssa.gov/oact/cola/RTeffec...