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retirement

how will taking my social security benefits at 62 affect my tax situation?

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1 Reply
carmen_t
Employee Tax Expert

retirement

Hello and thank you for joining us today.  There are a couple items to consider when beginning to receive social security benefits.  The first item is that social security benefits may be taxable up to 85%.  I will include a tax calculator, article from turbo tax, and another article from social security.  

 

Tax Estimator 

Turbo Tax Article 

Social Security Article 

 

 

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