On this episode of “Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes’ list of the Best Places To Retire and considerations for Social Security benefits. She also delves into the nuances of early vs. full retirement age for Social Security, emphasizing the financial implications.

Kelly Phillips Erb also explores the increasing role of artificial intelligence in tax administration, examining its use by the IRS for audits and taxpayer assistance.

0:00 Introduction
0:21 Best Places To Retire
3:29 How Early Can I Take Social Security?
6:09 Taxes And Social Security Implications
8:41 A Golden Girls Tax Question
10:41 How The IRS Uses AI
13:47 Outro

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