Wednesday, October 23, 2013

The Social Security System - The Tax Trap

There are three stealth tax trap that can ensnare almost any retiree receiving their Social Security benefits: The spousal trap, the muni bond trap and capital gain trap. Conservative Ken Davis calls it an insidious attack on seniors. Steve and Ken recite their mantra on line 20b of the 1040 to underscore the need of every adviser to be aware of this item.

About Steve Savant

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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