What if Your Social Security WASN’T Taxed?

Planning for retirement can feel overwhelming, but with the right strategies you can protect your savings, maximize Social Security, and reduce the impact of taxes on your income. In this video, Phil Capriotti breaks down essential steps to building a successful retirement plan, from understanding how hours in retirement can add up financially, to uncovering strategies for getting up to $1,600 per qualifying spouse. We also discuss the hidden costs of taxes, explore powerful new financial software tools, and share real-life examples, including Parker’s story, that show how smart planning can lead to long-term confidence. Whether you’re just starting your retirement journey or looking to strengthen your existing plan, this video will give you practical advice and key takeaways to help you achieve financial freedom.