Saturday Mar 22, 2025

GRFTFS: Withdrawals Effect on Social Security Taxation?

"I’m 67, looking to retire next year, and have multiple different types of accounts with my retirement savings. How do my withdrawals impact the taxation of my Social Security benefits?" We're answering YOUR questions on this week's Get Ready For The Future Show! 

I want to watch my family enjoy what I’ve earned over the years. Are there opportunities for tax-efficient wealth transfer to heirs while still alive? Should I consider a multi-family property as my first investment, living in one unit and renting the others? 

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com

Originally aired 3/19/2025 

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