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    Help Your Clients Be Aware of RMDs and Related Taxes in Retirement

    Posted by Mark Triplett on Wed, Mar 27, 2019 @ 12:00 PM

    Whether your clients file their taxes with the assistance of an online preparation service or by working with you or a tax professional, they may have been advised to contribute to a qualified plan like an IRA in order to minimize their previous year’s taxes. Where clients have allocated their resources may increase their taxes in retirement and contribute to determining their Required Minimum Distributions (RMDs).

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    Tags: taxes, Social Security

    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: taxes, Social Security, retirement strategies

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

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