The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: Taxes on SS Benefits||Date: 4/9/2013 8:08 PM|
|Author: 0x6a74||Number: 118344 of 121219|
1) Social Security benefits may be taxed if you have enough income from **any** other source be it job, pension,401K, 403b, Roth IRA, or whatever.
2) Social Security benefits may be taxed if you have enough **earned** income; income from investments, retirement accounts, pensions, and so forth do not affect the taxation of Social Security benefits.
Which is true -- or neither?
i'd say mostly (1), though definitely not from Roth
(tIRA, cap gains, int & dividends ..... )
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