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Knowing Your Tax Position, and Where to Live, are Keys to Retirement Planning
It comes as somewhat of a surprise to many people entering retirement that their Social Security benefits (at least a portion) are considered taxable income. It’s important to understand this element of our U.S. Tax Code, and an article posted on our Q&A page can help clear this up for you. Read it here…
Also, if you’re considering a relocation in retirement, it’s also important to understand if the state you’re choosing for a destination considers Social Security benefits to be taxable. Fortunately, only 13 states tax these benefits, and they’re noted in this Yahoo Finance article by Christy Bieber. Read her article here…