Financial advisor consultation with clients on retirement, finance planning or investment and document on laptop screen. Accountant woman, senior people and pension advice, asset management or budget.

Episode 22 – Alternative Investments

Mar 9, 2023

Dana and Brad discuss alternative investments

  • If you make more than $600.00 on third party platforms (PayPal, Venmo, etc.) you must file a 1099.
  • If you make more than $19,560.00 social security will tax you a $1.00 back for every $2.00.
  • It’s important to know the benefits or drawbacks of the location you retire to.
  • Download our FREE helpful resource, “The Social Security Decisions

Investing in alternative investments involves risk including the loss of principle. Carefully consider your situation before investing.


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The Social Security Decisions