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5-16-25 “Tax-Free Social Security: Dream or Deception?”

What if your Social Security benefits were no longer taxed?
A new bill in Congress could make that happen — but is it real policy or just political posturing?
Richard Rosso unpacks the proposal to eliminate federal income tax on Social Security, what it could mean for retirees, and the fiscal reality behind the promise.

🧾 What’s in the proposed legislation
💸 How it could impact retirement income
⚖️ The budget math Congress doesn’t want to talk about

👉 Subscribe to stay ahead of retirement policy changes that affect your wallet.

0:18 - Shopping at WalMart Ain't What it Used to Be
11:47 - Retirement Income Empowerment Workshop (registration link below)
15:16 - Social Security Calculations & Economic Awareness
27:36 - Taxless Social Security - Dream or Delusion?
41:45 - Dealing with TDS - Tariff Derangement Syndrome

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
Produced by Brent Clanton, Executive Producer
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Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025:
https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr
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Articles mention in this show:
"The Wealth Effect Is Not Always Virtuous"
https://realinvestmentadvice.com/resources/blog/the-wealth-effect-is-not-always-virtuous/
"A Bear Market Rally?"
https://realinvestmentadvice.com/resources/blog/a-bear-market-rally/
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The latest installment of our new feature, Before the Bell, "Now is the Time to Not Be Greedy" is here:
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Our previous show is here: "What is Up with Yields Now?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE:
https://realinvestmentadvice.com/resources/events/live-chat/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
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Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/

#TaxFreeSocialSecurity #SocialSecurityReform #RetirementRelief #EndSocialSecurityTaxes #FinancialPolicy 2025 #StockMarket2025 #StockMarketRally #EquityOutlook #BullMarket2025 #InvestmentStrategy #MarketRally #MarketConsolidation #MarketPullBack #PatiencePays#MarketRally #100DMA #50DMA #200DMA #BearMarketRally #StockMarketUpdate #MarketVolatility #InvestmentStrategies #EconomicForecast #LanceRobertsBirthday #InternationalScout #InvestingAdvice #Money #Investing
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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