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How Your Social Security Benefit is Taxed

Duration

3:53 minutes

About this Client Classroom

Once upon a time...
Your Social Security benefits were tax-free, but things have changed. Join us as we delve into the fascinating history of Social Security taxation, from the iconic moments of 1983 to the dreaded 'Tax Torpedo.'

Learn how your combined income affects the taxability of your benefits and discover the surprising thresholds that could impact your retirement income.

Don't miss this eye-opening discussion on how to make strategic decisions about when to claim your Social Security benefits to minimize the tax impact. Watch now and stay ahead of the tax game!

John Caserta, Managing Director, MSFS, ChFC®, RICP®, CLU®

Your Instructor

John Caserta, Managing Director, MSFS, ChFC®, RICP®, CLU®

John Caserta is a leading Chartered Financial Consultant with a Masters in Financial Services and a highly-sought after authority on personal finances with a passion for educating people about all-things-money. In addition to regularly appearing on Good Morning Connecticut on WTNH, John has been featured in and authored articles for numerous publications including The Wall Street Journal, US News & World Report, Business Insider, and Advisors Magazine. He has traveled throughout the country educating thousands on how to take control of their personal finances and has spoken at numerous universities including Yale, Sacred Heart, UConn, Vassar, and Ohio State.

Dedication and motivation are no stranger to John with his growing designations. With John's RICP® (Retirement Income Certified Professional), he has the knowledge to assist clients with Social Security, pension plans, annuities, tax-efficient withdrawal strategies, and more! Additionally, John's CLU® (Certified Life Underwriter) provides him with comprehensive training in insurance and risk management. With this knowledge, John can better assess clients' insurance needs and help them select appropriate policies to protect their financial well-being.

In addition to serving as an At-Large Delegate for the Yale Board of Governors, John serves as immediate past President of the Yale Club of New Haven and is the recipient of the Leadership Award for Volunteer Innovation & Service by the Yale Alumni Association. John and his wife Adriana live in North Haven, CT where they recently welcomed their first child Karina Blakaj Caserta on August 30th, 2023!

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