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How Your Social Security is Taxed

(2/9/24) Rich & Danny prepare for today's market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won't have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.

2:49 - Market & Economic Numbers Preview: Fed Rate Policy
14:03 - Taylor Swift, Mutant Wolves, & The American Dream
30:08 - New SS & Medicare IRMAA Rules
44:04 - IRMAA, The Five-Year Rule, & Financial Seasoning

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024:
Articles mentioned in this report:
"S&P Index Set To Hit 5000 As Bull Run Continues"
"We Are Not On The 1970s Inflation Rollercoaster – Part Four"
The latest installment of our new feature, Before the Bell, "Market Internals Tell a Different Tale ," is here:
Our previous show is here: "Why the 2020's Aren't the 1970's"
Articles Mentioned in this Show:
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
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#InvestingAdvice #SocialSecurity #Medicare #IRMAA #TaylorSwift #SuperBowl #JanetYellen #Retirement #Roth #Markets #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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