In this episode of Retire TruNorth Radio, we continue our Tax Traps series with a deep dive into the second big pitfall: Social Security’s hidden cost.

Too many retirees are blindsided when they discover up to 85% of their benefits can be taxed. We break down why this happens, what “provisional income” really means, and how required minimum distributions (RMDs) can trigger the dreaded tax torpedo.

Most importantly, you’ll learn practical strategies to help reduce—or even eliminate—taxes on your benefits. From Roth conversions to timing your distributions, we show how proactive planning can protect your retirement income.

Don’t let Social Security taxes derail your retirement plans. Tune in now to learn how to keep more of what you’ve earned.

👉 Call 864-800-1831 or visit retiretrunorth.com to schedule your complimentary retirement tax analysis.

This podcast is intended for informational and educational purposes only and should not be considered investment, legal, tax, or financial advice. The views expressed are those of the hosts and guests and do not necessarily reflect the opinions of Resolute Capital, LLC, doing business as TruNorth Advisors.

Resolute Capital, LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply any specific level of skill or training. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results.

This episode may contain forward-looking statements or hypothetical examples that are illustrative in nature and do not represent actual results or guarantees of future outcomes.

To learn more or to schedule a complimentary consultation, visit⁠⁠⁠⁠ ⁠www.retiretrunorth.com⁠⁠⁠⁠⁠ or call 864-800-1831.