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Financial Planning / Tax Strategies


Subject:  Re: Will Your SS be taxed? Date:  11/4/2013  9:26 AM
Author:  JimA759s Number:  119451 of 127613

Hi Bruce,

You mention "The only form of income I can think of that is not included would be qualifying Roth IRA withdrawals" - And I was wondering if that is correct? When I was researching this earlier this year I did not find anything that indicated Roth IRA distributions were not included in the determination of taxable SSA benefits. I'll have to go back and review the forms again.

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