Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.
Social Security Taxation Worksheet
Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and h …Continue Reading!