The Guide to Social Security - How to Pay Fewer Taxes
Submitted On 2008-01-14

Most individuals in or near retirement have three financial legs to support them in retirement: Social Security benefits; qualified retirement savings [401(k), IRA, 403(b), etc.] on which taxes have not yet been paid; non-qualified savings and investments on which taxes have been paid on the principal and possibly some or all of the earnings. By carefully coordinating the use of these three sources of money, the typical retirement-minded couple can add up to 20% to their after-tax income and afford a better retirement lifestyle.

Target Audience: Those who are in, near or thinking about Retirement

Tags: Retirement, Social Security, Medicare, 401k, stock market, safe investment, annuities, annuity, bank

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Ezine Owner: Shelby Smith

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Testimonial for The Guide to Social Security - How to Pay Fewer Taxes

Your insight on Social Security was an eye opener. I wouldn’t have realized that timing SS is so important; esp. tax-deferral. I read the full eReport and watched your video on SS and I will recommend your website to my friends. Your website is a must see for anyone near or thinking about retirement as you provide ways tools, calculators, videos on key retirement matters and that’s important especially with a rough economy – thanks!! - J.B.

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