Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought it would be tax-free. It isn’t just those that have built significant wealth that will be paying taxes on some of their Social Security; when your provisional income (your modified adjusted gross income plus 50% […]
Taxes On Social Security Read More »
For many retirees, Social Security becomes a foundational piece of retirement income. But one of the most important decisions you’ll make is not just whether to claim benefits, it’s when and how you claim them. At Mundt & Associates in St. Charles, MN, Justin Mundt regularly meets with individuals surprised to learn how much timing
Social Security and Retirement Income: Getting the Timing Right Read More »
We were recently asked a question that led us to believe this week’s topic might be useful to many of you. While most of us are aware of how Social Security works, here are the five most important things every married couple should know about Social Security. 1) Nothing keeps you from getting your own
Married Couples and Social Security Read More »