Social Security and Taxes... What You Need to Know
Many retirees are confused about how their Social Security benefits are taxed and how to avoid unnecessary taxes. Learn how to hold on to more of your hard earned benefits...
Download the Guide Today!
Did You Know Up to 85% of Your Social Security Benefits Could be Subject to Taxation?
Learn How to Keep More of What You've Earned - Download The Guide Today!
In This Guide You'll Discover
Why Taking Your Social Security Benefits At 62 Could Cost You Thousands
How Your Social Security Benefits Might Be Taxed – And Strategies to Help Hold Onto More of What You've Earned
The Role That Social Security Benefits Play In Your Retirement Income Plan
And much, much more!
In This Guide You’ll Discover
Why Taking Your Social Security Benefits At 62 Could Cost You Thousands
How Your Social Security Benefits Might Be Taxed – And Strategies to Help Hold Onto More of What You've Earned
The Role That Social Security Benefits Play In Your Retirement Income Plan
Specific Strategies To Maximize Spousal Benefits For Married Couples
And Much, Much More!
I want to learn how to protect my Social Security benefits from taxation
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Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC Registered Investment Advisor. Securities offered through TD Ameritrade Institutional, located at 5010 Wateridge Vista Dr., San Diego California 92121, (800) 431-3500. SageGuard Financial Group, LLC is neither an affiliate nor subsidiary of TD Ameritrade Institutional and does not provide tax or legal services.
The information provided in these materials is for illustrative purposes only. Opinions, forecasts and recommendations are solely those of TWG. The projections used, including inflation rates and investment rates of return, are estimates only and in no way guarantee future performance. The assumptions and calculations are estimates and are meant to serve solely as a guideline. If any assumptions used in these materials are not realized, then the calculations will be inaccurate. There is no express or implied guaranty or warranty that any result shown will be achieved. Any statements or recommendations regarding annuities are solely those of TWG. Annuity guarantees are based on the claims-paying ability of the issuing insurance company. Annuity rates of return are based upon annuity contracts that are currently available in the marketplace. Actual rates of return will depend upon the specific terms of the annuity contract entered into between the client and insurance company. Rates of return on certain fixed indexed annuities may be calculated differently than the relevant market index and result in a lower return. Certain annuity features may require additional conditions and costs, and surrender charges for early withdrawals may result in a loss of principal. Withdrawals of earnings may be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty.
TAX ADVICE DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.