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Retirement tax questions
Hello Brian and thank you for your question. Based on this new change you will have annuities/pension income along with social security benefits. Some or all of your social security benefits may be taxable depending on total income. The annuities/pension that will be received will count towards calculating income to determine if any or a percentage to potentially all benefits will be added to taxable income. I will send a tax estimator calculator link with a couple good articles from the social security website and turbo tax to explain the effects. Hope this answered your question.
‎July 26, 2023
9:35 AM