Posts Tagged Greg Geisler
By Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington The Social Security Tax Torpedo is a problem for moderate-income retirees. “Tax Torpedo” is a cute word for a very high marginal tax rate. If you have additional income above a certain level, that increases the amount of Social Security benefits subject to […]
Read more →By Greg Geisler, PhD, CPA, Clinical Professor of Accounting at Indiana University-Bloomington The tax-efficient order to invest and pay down debts, is in other words, how to maximize the tax-efficient accumulation of wealth while you are working. There are many articles on tax-efficient decumulation once you retire, but there is a very clear tax-efficient order […]
Read more →Tags: CFP, CRC, Greg Geisler, RICP®
Posted in: PROTECT the Plan from Retirement Risks
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