Yes. Strategies include lowering your combined income, delaying when you claim benefits, converting traditional IRA funds to a Roth IRA before claiming, using Roth withdrawals during high-income years, making qualified charitable distributions (QCDs) after age 70½, managing capital gains carefully, limiting tax-exempt bond interest, adjusting part-time work, taking advantage of the senior bonus deduction, and relocating to a state that doesn’t tax Social Security.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
