Social Security, Retirement Planning Garrett Crawford, CFP® 10/15/24 Social Security, Retirement Planning Garrett Crawford, CFP® 10/15/24

Social Security's 2025 Adjustments: What Retirees Need to Know

In today's post, I'll share how I review the annual Fact Sheet release and what these adjustments mean for the financial planning I do with retiree clients. These adjustments are crucial for retirees as they directly impact their income and financial stability in retirement.

Social Security, Tax Planning Garrett Crawford, CFP® 10/8/24 Social Security, Tax Planning Garrett Crawford, CFP® 10/8/24

Navigating Social Security Tax Withholding: A Guide to Form W-4V

I want to focus today on an often-overlooked aspect of the Social Security filing process that could be much easier: federal tax withholding. Many retirees are surprised to learn that their Social Security benefits are subject to federal taxes. In fact, up to 85% of benefits may be taxable, especially for our more affluent clients.

Retirement Planning, Social Security, Tax Planning Garrett Crawford, CFP® 9/17/24 Retirement Planning, Social Security, Tax Planning Garrett Crawford, CFP® 9/17/24

Types of Taxes Paid By Retirees

Discover the various types of taxes retirees may face and learn strategies to manage your tax burden in retirement. This article covers income tax, Social Security benefits taxation, and more.

Retirement Planning, Social Security Garrett Crawford, CFP® 8/27/24 Retirement Planning, Social Security Garrett Crawford, CFP® 8/27/24

Maximize Your Social Security: 3 Key Benefits

Today, I would like to highlight three of the most important features of Social Security benefits that many clients underestimate.