It is typical for social security benefits to be 85% taxable, especially for clients with higher income sources in retirement, but the benefit subject to taxation can be lower.
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On our webinar for Advisors (October 1), Paul Kingsman shared some great, effective language advisors can use to build their businesses. Now, Paul will be a guest contributor to our blog for the rest of this month. Today he’s giving us a helpful tip to make the most of next year, starting now.