For many retirees, understanding how Social Security benefits are taxed is confusing — and even small mistakes may add up to thousands of dollars in unnecessary taxes.
That’s why we created a step-by-step instructional video to walk you through one of the most misunderstood parts of retirement tax planning: how much of your Social Security income is taxable under 2025 rules.
In the video, you’ll learn:
● How the IRS calculates provisional income
● Why 15% of Social Security is always tax-free
● The real story behind the so-called 0%, 50%, or 85% tax brackets
● How extra income, like Roth conversions, can trigger the Tax Torpedo
● What the new senior deduction means for retirees
Try it for yourself
Alongside the video, we’ve built a free Social Security Taxation Tool that lets you plug in your own numbers to see how much of your benefits could be taxable. Simply enter your filing status, AGI, and Social Security benefits, and the tool does the rest.
This tool is designed to help you take the guesswork out of retirement tax planning and start making smarter decisions about your income in retirement.
Watch the full instructional video here: YouTube link
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by Good Riot