Smart Tax Talk with John Blanchard
Smart Tax Talk with John Blanchard
John Blanchard
The Social Security "Stealth" Tax
35 minutes Posted Sep 4, 2023 at 8:30 am.
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Show notes

Every year retirees enjoy an increase, or COLA (cost of living adjustment) in their Social Security benefits based off of inflation.  But does it come at a price?  John discusses how he and the team at Matthew James Tax & Wealth Management plan ahead to avoid these COLAs from pushing clients into the next tax bracket on this episode of The Retirement Roux.

Get to know/ schedule a complimentary appointment with John and the team at https://matthewjames.com/.

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