Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

October 12, 2019

Reducing Income Taxes, ACA Tax Credit, and SS Retirement Date: Q&A #1939

Jo Madonna joins Jim and Chris this week to help answer tax questions related to reducing income taxes and ACA tax credit. Then the guys address a Social Security quandary.

4:55 A Connecticut caller wants to know how to reduce income taxes on a large severance check.

29:36 A listener from Massachusetts looks for clarification on qualifying for the ACA tax credit.

1:00:46 An Arizonan asks if SSA considers your benefits filing date as your retirement date or if they go by the date you put on the form.

 

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.