How much of my social security benefit may be taxed?

Did you know that up to 85% of your Social Security Benefits may be subject to income tax? If this is the case you may want to consider repositioning some of your other income to minimize how much of your Social Security Benefit may be taxed and thereby, maximize your retirement income sources.
Income and Tax Information
Tax filing status 
Marginal tax bracket (%)help
Calculating 'Modified' Adjusted Gross Income
Long-term capital gains/losses (-) ($) 
Short-term capital gains/losses (-) ($) 
Dividends ($) 
Taxable interest ($) 
Tax-free interest ($) 
Pension benefits ($) 
IRA distributions ($) 
Roth IRA distributions ($) 
Other taxable income ($) 
Wages ($) 
Self-employed income/loss (-) ($) 
Deductible IRA contributions ($) 
Social Security Benefits
Social Security received ($) 
The information provided here is to assist you in planning for your future. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice.

Any rate of return entered into the interactive calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time, and generally the higher the rate of return the higher the degree of risk.

Powered By CalcXML Calculators For Websites