AMJ Financial Blog

How are Social Security benefits calculated?

One of the most important decisions you’ll make about your retirement is when and how to take your Social Security benefits, but it’s crucial that you understand potential tax implications prior to doing so.

For many retirees that will have additional sources of income in retirement, Social Security benefits can push you into a higher tax bracket. However, with the proper proactive planning, you can create a strategy that will leave more money in your hands, and less in Uncle Sam’s.

Having an idea of just how much your Social Security checks will be worth can help you create a tax-efficient income plan for retirement.

To learn how your Social Security benefits are calculated, click here!

For more information, give us a call at 703-466-0477 to schedule a meeting.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

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