Money & Stuff

How is Social Security Taxed?

April 28, 2023 Money & Stuff Episode 35
How is Social Security Taxed?
Money & Stuff
More Info
Money & Stuff
How is Social Security Taxed?
Apr 28, 2023 Episode 35
Money & Stuff

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

Show Notes

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