You can’t always collect social security completely tax-free, but there are certainly some smart and strategic ways to minimize the taxes.
4 Tips to Minimize Taxes on Social Security in Retirement
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Amplified Digital
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Posts by Amplified Digital
My Wife and I Are 58 with $800k, Can We Retire at 65?!
Case studying showing how a 58-year-old couple can retire at 65 with a comfortable level of retirement income guaranteed for life
3 Reasons the 4% Rule is the LEAST Efficient Retirement Income Strategy
Market volatility makes the 4% rule very inefficient at yielding enough retirement income, plus there’s always uncertainty if it will last
54-year-old Couple Wants to Know How Much Income $400k Can Produce at age 60, 65, & 70
Case Study showing exactly how much guaranteed income can be generated at multiple points in the future.
Full Analysis: 54-year-old Couple Wants $12k/mo. in 10 Years & $5M Tax-free to Their Kids
A Full Analysis of a Retirement Income Maximization Strategy and a Tax-free Legacy Plan for Their Children
56-year-old Wants $7,000/mo of EXTRA Income @ 64 (+fully-funded tax-free retirement)
Case Study of a supplemental income strategy partnered with a fully-funded tax-free retirement
60-year-old with $1.8M Wants Max Income in 3 Years (+ 7 years of supplemental income to delay social security)
Case study on how to maximize retirement income & social security, while strategically creating gap income & reducing taxes in retirement
48-year-old Woman with $200k Saved Wants to Retire ASAP at 56 (is it achievable?!)
Case Study: 48-year-old is bit “late to the game” saving for retirement & wants to play “catch-up” to still retire early. Can she!?
How to Leverage Guaranteed Interest to Pay For Your Tax-free Retirement
Now is a great opportunity to move money into buckets that are tax-free in retirement (all while having an insurance company pay for it)!
3 Reasons You May Want Some of Your Own Life Insurance in Retirement (and what type makes sense)!
Once you’ve put your kids through school & funded retirement you might not need life insurance anymore. Although here are 3 reasons you…
The 4 Best Ways to Combat Inflation in Retirement
The stock market, laddered income streams, delaying social security & modeling the spending habits of early retirement help combat…
Should I Make 401k Contributions While I’m Doing Roth Conversions?!
You should ALWAYS take advantage of free money (i.e. employer matches on 401k), but you should look to a Roth 401k option if possible..