Tax Planning Archives - Epona Financial Solutions

(201) 572-2177 info@eponafs.com

Confidence ~ Clarity ~ Sound Decisions

Home
Financial Services
About
Blog
Learn More
Contact

Select Page

Will my Social Security be lowered if I take from my 401(k)?

by Claudia Mott | Dec 18, 2020 | 401(K), Social Security, Tax Planning

Q. If I start taking Social Security at age 62, is there a ceiling on what I take out of my 401(k) for the year? I know that if I work there is a ceiling of approximately $18,000 before Social Security starts taking money back, but does that apply to disbursements of...

Search for:

Call Us

We can help you reach your financial goals:
201-572-2177

Recent Articles

How can we get the biggest benefits from Social Security?
We moved. Do we qualify for the Senior Freeze?
Should I switch my annuity to a Roth IRA?
They canceled my credit card for a late payment. What can I do?
I get a N.J. pension. Can I also get my ex’s Social Security?
What can my daughter do about these medical bills?
Can I use a N.Y. 529 plan even though I live in N.J.?

CONTACT US

Serving the New York Metro Area, Northern New Jersey Claudia E. Mott, CFP®, CDFA™
EPONA FINANCIAL SOLUTIONS
E:info@Eponafs.com
P: 201.572.2177

Important Links

Home
Financial Planning
Divorce Financial Analysis
Investment Management
About