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from24/7 Wall St.
4 days ago
Retirement

Whether Your Social Security Be Taxed in Retirement Depends on 3 Numbers

Non-Social Security income can make up to 85% of Social Security benefits taxable via provisional income thresholds.
from24/7 Wall St.
1 week ago
US politics

85% of Your 2026 COLA Increase Could Go to Federal Taxes

COLA increases can trigger federal taxation of Social Security benefits, reducing retirees' real purchasing power because provisional income thresholds remain frozen.
more#social-security-taxation
Retirement
from24/7 Wall St.
4 weeks ago

Your December Social Security Payments May Have Caused Unexpected Taxes

A Social Security payment received in December 2025 can raise 2025 provisional income and unexpectedly trigger taxation of benefits.
from24/7 Wall St.
5 months ago

Suze Orman Shares The Truth on Social Security After New Tax Law

Before the passage of the One Big Beautiful Bill Act, retirees started to get hit with tax on part of their Social Security benefits after their provisional income hit a specific threshold. That threshold is $25,000 for single tax filers and $32,000 for married joint tax filers. The income that's counted in provisional income for determining if you meet the threshold includes a limited amount of non-taxable income (like MUNI bond interest), all your taxable income, and half your Social Security.
Retirement
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