4-11-26 Tax Refunds, Social Security Rules & Smart Retirement Decisions

The Retirement Coaches — Erin Lapidus, Jeff Lapidus, and Robert Markham — discuss how to handle tax refunds, manage withholding in retirement, and think through Social Security decisions.

 

They also answer listener questions on income limits, spousal benefits, and planning strategies as tax rules continue to evolve. Practical insights to help you make informed financial decisions.

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