Checking bill. Joyful pensioner keeping smile on her face while checking documents

Episode 31: The Social Security Tax Torpedo

Jan 20, 2023

In this episode, Eric and Katie discuss how the possible taxation of Social Security benefits could be an unexpected expense in retirement.

Here are just a handful of the things that we'll discuss:

  • Many people view the amount deducted from their paycheck during their working years to fund Social Security as a tax
  • Up to 85% of Social Security benefits could be subject to income tax
  • Many people are unaware of strategies that could be used to possibly reduce or eliminate the taxation of benefits


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