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Daily Archives: December 14, 2021

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  4. 14

Most Investors Will Pay Tax on a Portion of Their Social Security Benefits

Case Study, Nearing Retirement, Retirement, TaxBy Editorial TeamDecember 14, 2021

Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple’s concerns about taking Social Security benefits knowing they will likely be taxed on their benefits.

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