Episode 23: Social Security and Taxes: What Nobody Told You
Update: 2025-08-05
Description
In this episode of Retire Stronger, hosts John Foard and Bill Kearney discuss the complexities of Social Security taxation, revealing that up to 85% of benefits can be taxed. They emphasize the importance of understanding provisional income and the common mistakes retirees make regarding withdrawals and tax planning. The conversation also covers strategies to minimize taxes on Social Security, including the benefits of Roth conversions and tax-efficient withdrawal sequencing. The hosts encourage listeners to start planning early to ensure a tax-efficient retirement.
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