Income Taxes

Dealing With Social Security’s Income Tax Consequences

One of the most unpleasant issues many Social Security beneficiaries encounter is the fact that their benefit may be subject to federal income tax. Not only is it unpleasant, but it’s also often not anticipated during the retirement cash flow…

The Growing Impact of Benefit Taxation

It’s an annoying part of the Social Security landscape, but also a likely permanent one. We’re talking about the taxation of Social Security payments to beneficiaries with income exceeding limits that haven’t been changed since 1993. This means, of course…

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