In the News
A Shock For Many Retirees: Social Security Benefits Can Be Taxed
Older Americans earning beyond a specific income threshold frequently find themselves surprised by federal income taxes on their benefits. CFP Board Ambassadors Luis Rosa, CFP® and Jeremy Shipp, CFP® share strategies for assisting seniors with the complexities of Social Security taxation.
New York TimesBrian J. O’Connor
February 6, 2023