Podcasts Business Investing Your Money, Your Wealth Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

Published: May 7, 2019, 6 p.m.

Joe & Big Al answer your questions: from filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and transitioning from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Transcript & show notes:\xa0http://bit.ly/YMYW-220