Brendan Willmann, CPA, EA, CFP®
Asheville: 828-348-8698
Cincinnati: 513-549-2736

Social Security

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Is Social Security Taxable?

Social Security benefits are tax-free for some and partially taxed for others. To determine the taxation of your benefit it is important to understand a concept called “provisional income.”  Provisional income is a fairly complex calculation involving half of your Social Security income, other income (including tax-free interest) along with a few adjustments.  Provisional income […]