@thinders1951 wrote:
How would I test to ensure I am at the SSA max? Must be an easy math approach.
The math might not be all that easy. On the What-If Worksheet, if the taxable social security on line 20b is 85% of the total social security on line 20a you're at the maximum. You could keep increasing the IRA distribution or 401(k) distribution until line 20b stops increasing (it won't go above 85%), and look for the point at which it just hits 85%.
