Help Middle Income Clients Avoid this Social Security Trap

SSN Marketing Tax Tips

Help Middle Income Clients Avoid this Social Security Trap By Corey Keltner, Practice Development Specialist In 1983, Congress passed a rule that made Social Security distributions taxable for the first time since it began. Up to 50% of Social Security could become taxable under a quirky formula if “combined income exceeds a threshold amount” which, at the time, was $25,000 …