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  • Doug Oosterhart, CFP®

WAYT S3E3: Are bonuses taxed at a higher rate than normal?; Investment account tax docs

Updated: Feb 25, 2022

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.

Link to article about bonus taxation.

Link to article about different tax documents.

Links to Apple and Spotify.

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