When to take Social Security becomes a very important question as one approaches retirement. Our Social Security software and tools will help you identify the most advantageous time to begin your Social Security income.
How your Social Security income is taxed is one of the greatest surprises and shocks to many retirees. With taxation on benefits beginning at a modified adjusted gross income of just $32,000 for married couples, most retirees are disappointed to find they are paying taxes again on their Social Security dollars. We can help you avoid or minimize the effects of taxation on your benefits.