Why the IRS will take more of your Social Security Benefits
Social Security is a key part of most retirees' financial plans, and many are surprised to find out that in certain situations, Social Security benefits are subject to tax. But…
Social Security (Double) Taxation
After having had a wonderful presentation last month on Strategic Social Security and Income Planning, I thought I might share a little bit more about one of the “hot” buttons…
Plan to Pay Taxes on Social Security
About 15 million Americans pay income taxes on their Social Security benefits -- a surprise for many seniors who were planning on a source of tax-free income. Depending on your…
Double Whammy: the Taxation of Social Security Benefits
Next time you want to inject a spark of life into an otherwise dull family get-together, just bring up the taxation of Social Security benefits. Then prepare to stand back…
Protecting Seniors from Double-Taxation
Testimony given before the Special Committee on Aging Mr. Chairman and members of the Committee, thank you for this opportunity to testify. My name is Dan Mitchell and I am…
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