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.
3 Ways To Deal With Required Minimum Distributions
Helping clients manage their Required Minimum Distributions (RMDs) is a weekly occurrence. If you have ever contributed to a tax deferred retirement account...