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[[Thank you for such a comprehensive reply. Anyone about to retire should be aware of this
surprising relationship between social security benefits and federal income taxes. It has implications
for long and short term planning that extend into the year before retirement and well as afterward. I
am glad to have this inforation and have plenty of need for it as we plan our retirement expenditures.]]

No problem, Jack.

As you note, planning the taxability of social security is something that really must be done in order to find the impact of the taxes on your retirement funds.

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