Skip The Tax

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Up to 85 percent of your Social Security benefits may be subject to tax. But did you know that IRS rules don't count income from certain specific accounts, regardless of the amount, when determining the taxable portion of your benefits? So in effect, you can draw an unlimited amount of income from these accounts without incurring any tax on your Social Security benefit checks.

This special report breaks down the rules and offers practical steps you can take to reduce or possibly eliminate taxes altogether from your Social Security checks.

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For informational purposes only. Not a solicitation for the purchase or sale of any security. Any U.S. tax reference is not intended to be used and cannot be used for the purpose of avoiding penalties under the Internal Revenue Code, or promoting or recommending to another party anything addressed herein. Please consult with your personal counsel.

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