Minimizing Social Security taxes requires proactive planning, including converting tax-deferred accounts to Roth accounts, shifting income-generating investments, and making charitable donations. Delaying Social Security benefits can also increase the amount received, potentially offsetting tax liabilities. [... more]

Planning for retirement involves considering various factors, including state income tax, social security, and tax planning. A fiduciary financial planner can help individuals create a comprehensive financial plan, leveraging their income and savings to achieve their goals, and making informed decisions about their financial future. [... more]