Episode 25 – Social Security: How will my benefits be taxed?




Human-centric investing Podcast show

Summary: Is Social Security income taxable? Many recipients are shocked to learn the answer is, “yes.” Check out the latest installment to hear Mike Lynch, Managing Director of Strategic Markets at Hartford Funds discuss scenarios where benefits may be subject to taxation and ways you can help clients avoid potential reductions. Transcript: https://author.hartfordfunds.com/damadmin#/content/dam/thf/en/docs/pub/Podcast/MAI161.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/pub/prospectingmaterials/Workbooks/MAI035.pdf Article page: https://www.hartfordfunds.com/financial-professionals/clientseminars/social-security/complexities-of-social-security.html