In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss what the Earnings Test is all about, and its implications on your full retirement age, income and the timing of your Social Security.
FEDLIFE 43: Latest Tax Legislation Changes
Like and Subscribe on YouTube at YouTube.com/FedLife
“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.