Is Social Security actually a type of annuity? On today’s episode of the podcast, Brian talks about what part Social Security can play in your financial plan as well as the importance of a good tax strategy to go with it.

 

Read more and get additional financial resources here: https://financialplanningva.com/podcast/social-security-and-tax-strategy/ 

 

What we discuss on this episode: 

0:13 - We all agree on the importance of Social Security.

4:16 - What should you know about a pension vs. a 401(k)?

7:38 - Can a good tax strategy make that much of a difference?