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    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: Social Security, strategies, taxes

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    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.