• Understanding Tax Strategies and Social Security Changes

  • Feb 18 2025
  • Length: 16 mins
  • Podcast

Understanding Tax Strategies and Social Security Changes

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  • Summary

  • In this episode Steve discusses the impact of the new administration on financial planning, focusing on tax strategies, social security changes, and the importance of guaranteed income in retirement. He emphasizes the need for long-term planning amidst short-term uncertainties and explores various investment options, including annuities, to secure financial stability for retirees.

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