Tax Planning Basics

 

Taxes can be difficult to understand, especially in the retirement years. Not all income or cash flow is treated the same in the tax code. One example is Social Security. Social Security is not inherently taxable, however depending on the amount of other income and how that income is managed can cause Social Security benefits to become subject to taxation. Take a little time this week to listen in on our conversation and determine whether or not you have effective tax strategies in place or whether it makes sense to get a second opinion.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.