The topic of this article is taxation of Social Security benefits.

The key to potentially reducing taxes in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true of Social Security.

Article excerpt:

“The tax-free percentage of your Social Security income has much less to do with the amount of your benefit, your tax rate or even your total wealth. The percentage of your Social Security that is taxable compared to the percentage that is tax-free has everything to do with your other sources of income and where those sources appear on the tax pyramid.”

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