Pension + Social Security = A Tax Nightmare?
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Pension + Social Security = A Tax Nightmare?
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About this listen
Most retirees assume they're in a "low tax bracket" until Social Security taxation, pensions, Medicare premiums, and RMDs collide. In this episode of Jo Knows Retirement, Joe breaks down exactly how pensions impact Social Security taxation, why the 12% tax bracket isn't really 12%, and how retirees unknowingly fall into the Social Security tax torpedo.
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