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Financial Planning / Tax Strategies


Subject:  Re: Taxes on SS Benefits Date:  4/9/2013  4:11 PM
Author:  vkg Number:  118340 of 127519

Social Security is taxed based total of most earned or unearned income. There are some exceptions to what is included in the income calculations.

Most tax exempt income is included.

Your statement 2 is not true.

Statement 1 is partially true. Non-taxable distributions from a ROTH IRA aren't included. 401Ks and IRAs may have mixture of taxable and non-taxable distributions.
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