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Day: July 2, 2024

Social Security Tax Torpedo

If you’re like most folks, you probably viewed the amounts deducted from your paychecks during your working years for Social Security as a TAX. And after decades of paying those Social Security taxes, you may now be shocked to learn that up to 85 percent of your Social Security benefits could be subject to income taxes throughout your retirement years! So, is there anything you can do to help reduce or eliminate taxes on those benefits? Joining us in this discussion is Zach Roberts.

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2 Inverness Drive E, Suite 106
Englewood, CO 80112
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Content is provided for information purposes only and is not a solicitation to buy or sell any products. The information is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the needs of any individual situation. It is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional advisor. Investment advisory services offered through Brookstone Capital Management LLC, a registered investment advisor. Brookstone and Blue Heron Capital, LLC are independent of each other. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information. Ed Slott’s Master Elite IRA Advisor Group™ membership requires the advisor to pay fees for membership, attend training provided by Ed Slott and Company, pass semi-annual examinations and meet other membership requirements. Membership does not guarantee investment success and is not an endorsement. Blue Heron Capital, LLC is not a law firm and Linda Gardner is not an attorney. Linda Gardner and Blue Heron Capital are not affiliated with or endorsed by the Social Security Administration or any government agency.

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