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In the News

A Shock For Many Retirees: Social Security Benefits Can Be Taxed

By Brian J. O’Connor December 16, 2023 New York Times

Older Americans earning beyond a specific income threshold frequently find themselves surprised by federal income taxes on their benefits. CFP Board Ambassadors Luis Rosa, CFP® and Jeremy Shipp, CFP® share strategies for assisting seniors with the complexities of Social Security taxation.

Read more at New York Times

New York Times
Brian J. O’Connor
February 6, 2023