From The Retirement Nerds.
In this video, Erik Soderborg and Zacc Call walk you step by step through how to determine exactly how much of your Social Security income will be taxable.
Be sure to download the Free Social Security Taxability Worksheet to follow along with us.
Get it here: https://theretirementnerds.com/social-security-worksheet/
OTHER RELATED VIDEOS:
ZACC’S CHANNEL:
https://www.youtube.com/@ZaccMoneyEducation
Many retirees don’t realize that between 0% and 85% of their benefits can be taxed depending on their income level. Zacc shows you how to run the calculation yourself so you’ll know what to expect.
📌 What you’ll learn in this video:
The formula used to calculate taxable Social Security income
What counts as “provisional income”
Examples that show when 0%, 50%, or up to 85% of benefits are taxed
How other income sources affect your Social Security tax bill
If you’re retired or planning for retirement, this walkthrough will help you avoid surprises at tax time and make better financial decisions.
Check out our resources at https://TheRetirementNerds.com/
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⏰ TIME CODES ⏰
0:00 Intro
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#socialsecurity #theretirementnerds #socialsecuritytax #retirementnerds #finance #zacccall
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