The Social Security "Stealth" Tax
Manage episode 407500137 series 3561311
Every year retirees enjoy an increase, or COLA (cost of living adjustment) in their Social Security benefits based off of inflation. But does it come at a price? John discusses how he and the team at Matthew James Tax & Wealth Management plan ahead to avoid these COLAs from pushing clients into the next tax bracket on this episode of The Retirement Roux.
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