Bills, couple and digital tablet with home finance on internet banking for mortgage loan, insurance or bank investment. Finance, black man or woman planning future security tax budget online in house.

2024 Social Security Updates

Mar 7, 2024

Dana and Brad discuss how tax rates may affect your Social Security withdrawals.

  • You’ve got to be careful withdrawing Social Security while still receiving income because it is subject to tax
  • You can view the federal income tax rates and brackets by visiting…-rates-and-brackets
  • Depending on your situation, losses can hurt more than gains help
  • Download our FREE helpful resource, “The Social Security Decisions”
  • Our firm is not affiliated with or endorsed by any government agency

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation


Screen Shot 2022-04-29 at 2.30.47 PM

What, When, Who, How? The social security decisions

More Podcasts