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WAYT S3E3: Are bonuses taxed at a higher rate than normal?; What tax docs do you need from your investment accounts?

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Manage episode 321067753 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*If listening on Spotify, you can now leave a 5-star review*

Why does it seem like bonuses are taxed at a higher rate than normal? I break down the numbers.

Also in this episode is a brief overview of what tax forms to look for from your retirement and non retirement investment accounts.

The Social Security tax limit for income that I couldn't remember off hand is $147,000 for 2022.

www.lifepointplanning.com/blog for links to articles from this episode.

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 321067753 series 3221288
Content provided by LifePoint Planning - Doug Oosterhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by LifePoint Planning - Doug Oosterhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

*If listening on Spotify, you can now leave a 5-star review*

Why does it seem like bonuses are taxed at a higher rate than normal? I break down the numbers.

Also in this episode is a brief overview of what tax forms to look for from your retirement and non retirement investment accounts.

The Social Security tax limit for income that I couldn't remember off hand is $147,000 for 2022.

www.lifepointplanning.com/blog for links to articles from this episode.

  continue reading

30 episodes

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