Tax Considerations for Retirees

Posted by Creekmur Wealth Advisors on 8:00 AM on November 27, 2018

 

Are you aware of them?

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

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Topics: charitable IRA gift, Credit for Elderly or Disabled, Retirement, taxes

When Is Social Security Income Taxable?

Posted by Creekmur Wealth Advisors on 11:21 AM on October 2, 2018

To find out, look closely at two factors.

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.

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Topics: charitable IRA gift, Claiming Social Security, Uncategorized, Financial Planning, RMD, Social Security income, Tax on Social Security Income

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