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Publication 915  Form

Publication 915 Form

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Instructions and help about social security benefits statement

hey everyone it's Justin here America's honest tax accountant from number crunch nerds so I've gotten this question from time to time over the course of my career and it's basically this what should my tax goal be when planning for retirement and it's a great question because if you have been following me on the YouTube channel you know that we like to get stuck in the weeds we like to get down into the real nitty-gritty and number crunching but some times it's really helpful to take a step back and ask what is the goal of all of this is it just to do WTH conversions and max out our desired tax bracket or is there more to it so in this video I want to lay out a tax goal for our retirement years now of course before we start I want to emphasize that this is not the only possible goal and whether or not it's the right goal is going to be based on your desires facts circumstances financial position lifestyle choices and other factors but it's an interesting goal to think about and it can

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