Social Security may be one of your most reliable retirement income sources, but it’s also one of the most misunderstood when it comes to taxes. Many retirees are surprised to learn that yes, Social Security can be taxable, depending on your overall income. In this episode, we break down how the rules aren’t always as straightforward as they seem.

Here’s what we discuss in this episode:

💵 When Social Security becomes taxable

📊 What MAGI thresholds really mean

🌎 State rules that may surprise you

⏳ How timing affects your benefit

📈 Why tax planning starts before you file

 

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

 

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

 

Check us out on YouTube: https://bit.ly/3CcAzai