• Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?

  • Apr 24 2025
  • Length: 7 mins
  • Podcast

Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?

  • Summary

  • In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, what doesn’t, and how smart income structuring can help you avoid benefit reductions.

    Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

    📍Contact Devin’s team at https://carrolladvisory.co/podcast1

    📍Contact John’s team at https://www.rossandshoalmire.com/

    If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

    Also, if you haven’t done so already, follow the podcast. We add new content every week, and if you’re not following, you’ll likely miss out. Follow now!

    Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

    Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the “Ask A Question” menu selection.

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