The promises of Social Security for working Americans have been altered by congress several times. In the beginning, benefits were legislated to be tax free. Today, we have a two-tiered system that erodes benefits via taxation, and a new conversation is being bantered around that could subject benefits to even further taxation. Steve and Ken walk you through the basic understanding of the provisional income test for Social Security and the impact of life insurance income.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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