The “Halftime” Review: 5 Things to Check Before Year-End
Confused by Social Security?
It’s July 1st. Smart retirees do a “Halftime Review” now to avoid December panic.
The 5-Point Checklist
- Check Earnings (are you over the limit?)
- Project RMDs
- Review Capital Gains (IRMAA risk)
- Check Tax Withholding
- Audit Your Statement
Don’t wait until December.
A 30-minute review now can save you thousands in taxes.
Conclusion
Enjoy your summer knowing your financial house is in order.
About Author
Ray R. Harris
Ray R. Harris, RSSA®, partners with tax and legal professionals to provide specialized Social Security claiming analysis for high-net-worth clients aged 58–70. A former executive with an MBA and background in Finance, Ray mitigates liability for his partners by ensuring their clients optimize spousal benefits, tax efficiency, and lifetime income.
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