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.
Personal Information
Client Name  
Advisor Name  
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 ($) 
Pension benefits ($) 
Taxable IRA distributions ($) 
Other taxable income ($) 
Wages ($) 
Self-employed income/loss (-) ($) 
Deductible IRA contributions ($) 
Social Security Benefits
Social Security received ($) 
   

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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