Free Online Workshop

How Social Security Gets Taxed
— And What You Can Do About It

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.

Wednesday, September 9 4:00 PM Pacific · 60 minutes

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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

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

How Social Security Gets Taxed— And What You Can Do About It

Reserve your seat

You're registered.

How Social Security Gets Taxed
— And What You Can Do About It