WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
62+ Taxes.
THE CARDINAL GUIDE TO:
Strategizing Income Taxes
■ Social Security income is partially taxed depending on your other income.
■ Medicare applies a surcharge to high-income beneficiaries.
■ Long-term care insurance has tax benefits.
■ IRAs let you postpone income taxes, but you can’t avoid income taxes altogether.
■ Investment income is taxed depending on how it is held.
■ There are income taxes even in death.
■ Long-term care implications of income taxes: Long-term care costs can be a deductible medical expense that offsets other income.
■ Get professional help with your income tax preparation.
■ If you’d like to learn more about the above statements, or if you have any questions, fill out the form below.
Related Blogs.
Cardinal Lessons with Hans.
Useful Documents.
Get a free download of the Income Tax chapter from both “The Complete Cardinal Guide to Planning for and Living in Retirement” and the “Workbook”!
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Durham, NC 27713
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Greensboro, NC 27409
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