In this episode, the hosts discuss retirement saving strategies, tax planning benefits, and the potential impact of the You Earn It, You Keep It Act on Social Security. They emphasize the importance of considering Roth accounts, tax brackets, and time horizons when making retirement savings decisions. The You Earn It, You Keep It Act proposes eliminating federal taxes on Social Security benefits and raising the cap on the Social Security payroll tax. The hosts also provide a brief history of Social Security and its original purpose. This conversation covers various topics related to Social Security and retirement planning. It discusses the impact of Social Security on longevity and how amendments have expanded benefits for spouses and survivors.  It also emphasizes the importance of holistic planning and the benefits of a comprehensive retirement plan. The pros and cons of annuities and the possibility of opening a Roth IRA for a minor are also touched upon.

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

In this episode, the hosts discuss retirement saving strategies, tax planning benefits, and the potential impact of the You Earn It, You Keep It Act on Social Security. They emphasize the importance of considering Roth accounts, tax brackets, and time horizons when making retirement savings decisions. The You Earn It, You Keep It Act proposes eliminating federal taxes on Social Security benefits and raising the cap on the Social Security payroll tax. The hosts also provide a brief history of Social Security and its original purpose. This conversation covers various topics related to Social Security and retirement planning. It discusses the impact of Social Security on longevity and how amendments have expanded benefits for spouses and survivors.  It also emphasizes the importance of holistic planning and the benefits of a comprehensive retirement plan. The pros and cons of annuities and the possibility of opening a Roth IRA for a minor are also touched upon.
Reach out to Ben and Matt at 877-249-6900 or <a href="https://soundpathretirement.com/">https://soundpathretirement.com/</a>

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.

SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.

President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.

Benjamin Koval and Matt Lybarger bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
SoundPath Retirement Strategies are logic-driven consultants helping retirees construct a comprehensive plan with the goal of creating a consistent income stream they can rely on throughout retirement. SoundPath Retirement Strategies was established in the Greater Seattle area by founder Benjamin J. Koval because he believed that the needs of senior investors were not being adequately addressed by brokerages and typical financial advisory firms.
President and founder of SoundPath Retirement Strategies, Benjamin J. Koval, has over a decade of experience in finance and has a focus on retirement planning. Ben is an MBA, a Certified Financial Planner™, and an Investment Advisor Representative (IAR) holding a Series 65 license. He is also a Washington state-licensed life insurance producer.