The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement Income
HTML-код
- Опубликовано: 9 сен 2024
- Tune in on May 2, 2024, at 6 pm CT for our next livestream where we'll unravel the complexities of impending policy changes and their impact on your retirement. With a predominantly interactive Q&A format, we're going to address viewer's common pressing concerns such as the potential for Social Security Cuts in 2033, and answer questions like, When do Trump Tax Cuts expire? Come join us for a deep dive into these critical topics and equip you with the knowledge needed to safeguard your retirement income amidst uncertain times.
Download the free Social Security Report here: oakharvestfg.c...
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: click2retire.c...
Meet the Panel:
+ Troy Sharpe CFP®, CPWA®, CTS®, Founder and CEO of Oak Harvest.
+ Ed Rossi CFP®, CTS™, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®, Lead Advisor. Ed Rossi brings over 30 years of financial services experience to Oak Harvest.
+ Nicole M Riney CFP®, Senior Planner. Nicole has over 10 years of experience in government pensions and retirement planning.
Get the answers you need to help protect your wealth. These live events are designed to connect with our viewers and understand the concerns affecting retirees today. Our goal is to help you tune out the noise and focus on what really matters. Gain insights from a Financial Advisor, Troy Sharpe, CFP, CPWA, Founder and CEO of Oak Harvest Financial Group with special guest appearances.
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
Means testing penalizes those who sacrificed, lived a life of frugality, and saved for retirement, while subsidizing those who spent everything they earned and saved nothing.
Remember too that we took the hit back in the 80's when Social Security was last "fixed" higher tax rates etc. and the FRA for us was moved up 2 years.
@@gregl7765
Not to mention hitting us with Irma charges for the more you make the more they reduce your Social Security
Exactly. I am already not getting what I paid into the system.
CUTTING S.S. ON THE PEOPLE WHO PUT IN THE MOST IS JUST WRONG
Mean testing is not fair for hardwoking and SAVING people…that is totally wrong
How about spending cuts?!
Around 35.25 you stated that a couple with 95,000 of social security income is 100% tax free. This is incorrect.
You could have $100,000 in SS and no other income Federal tax would be $0
@@Satjr35031 In that case, Provisional income is 50k, which makes 85% of your SS income taxable.