Free Online Workshop

How Social Security Gets Taxed
and What You Can Do About It

By the RLF Education Team, Retirement Literacy Foundation · Updated October 17, 2026

A plain-English hour on the three things that quietly cost retirees the most: the tax on your benefits, the IRMAA cliff, and the 10-year rule on inherited IRAs.

Next class: not scheduled yet About 60 minutes on Zoom · free

Get notified when the next class is scheduled

Free. Nothing is sold. We are a 501(c)(3) nonprofit and we take no commissions.

Why up to 85% of your Social Security can become taxable, and the income line that triggers it
How one dollar over an IRMAA threshold raises your Medicare premium for a full year
What the SECURE Act's 10-year rule actually costs the people who inherit your IRA
The withdrawal order that keeps more of your own money

One email when the date is set. Unsubscribe any time.

Retirement Literacy Foundation · 501(c)(3) · EIN 41-5062266
Free education. No products. No commissions.

Hans Goldstein, EA

Founder & Executive Director · Retirement Literacy Foundation, a 501(c)(3) non-profit
Admitted to practice before the IRS

Want more information on this? Put your name below and I’ll send it over in plain English, at no cost. If your situation has a wrinkle, reply to the email and tell me what it is; I read them.

You’re reading: How Social Security Gets Taxed and What You Can Do About It

First name Email

Free education. The Foundation sells nothing. By submitting you agree to receive free educational emails. We never sell or share your information and you can unsubscribe from any email.

Hans Goldstein is an Enrolled Agent, admitted to practice before the Internal Revenue Service. Not affiliated with or endorsed by the IRS.

How Social Security Gets Taxedand What You Can Do About It

Get notified when the next class is scheduled

Hans Goldstein, EA

How Social Security Gets Taxed
and What You Can Do About It