Hidden Taxes In Retirement

In this episode Scott and Jeff discuss Social Security and the surprise tax trap, IRMAA, the hidden Medicare surcharge, RMDs and the domino  effect, and a holistic retirement plan. 

What is The Prime Investors Playbook?

Each week Scott Mallernee and John Goodhue of APO Financial in Palm Beach Gardens discuss wealth planning and tax strategies to help you grow your portfolio and keep more of what you've made.