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What’s New with Social Security This Year?

Here is an encore presentation of the April 13, 2023 Lunch & Learn on What's New w Social Security?, with RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP.
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0:00 - Intro/Preview
2:16 - Cost of Living Adjustment (COLA)
5:02 - Earnings Testing
8:56 -Taxable Earnings Cap
12:07 - Taxation of SS Benefits
17:47 - New Required Minimum Distributions (RMD)
20:56 - How to Head-off Taxes on SS
23:24 - Important Legislation
25:07 - Medicare Premiums
34:15 - Medicare Dates to Watch
41:30 - The Future of Social Security
51:42 - Claiming Strategies
55:23 - Case Studies: Divorce
59:30 - Q&A

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#InvestingAdvice #SocialSecurity #Medicare
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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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