Retirement: Income and Taxes – Almost 20% of people over sixty-five are still
working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and
emotional reasons that retirees continue to work beyond the typical retirement age. The
conversation continues with a detailed dialogue about how working before and after
Social Security’s full retirement age is treated for income tax purposes. Related issues of
Roth conversions, IRA required minimum distributions (RMDs), and legacy planning
come into play and how all these subjects are key components of the financial planning
process.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr