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Your Money, Your Wealth — Annuities, Social Security, and Real Estate Taxes - 374
Not scored yet32m·2022-04-19·Money

Annuities, Social Security, and Real Estate Taxes - 374

Your Money, Your Wealth · 374

When is it appropriate to buy an annuity? Joe and Big Al run a retirement annuity spitball analysis. When might it make sense to take Social Security early, and what are the rules for collecting survivor Social Security benefits? Finally, how does net investment income tax (NIIT or the Medicare surtax) on long term…

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