Ryan McKeown, CFP®, CFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by The Street in the article, “Social Security hides a double tax break inside one loss”
Retirees in the 0% capital gains bracket can still raise their benefit taxes with a profitable sale, Ryan McKeown, financial advisor at Wealth Enhancement, told Kiplinger. Every sale still has to have its own investment logic, because “all the decisions need to be put in context of an overall plan,” McKeown said.
Access the full article here: The Social Security tax break retirees miss at year-end - TheStreet
