Understanding How Investment Income Affects Social Security Benefits

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This article addresses how interest, dividends, and capital gains from a taxable brokerage account do not count towards the Social Security earnings limit for early claimants. While these investment incomes do not result in benefit withholdings, they can influence the taxation of Social Security benefits, depending on the individual's combined income. Passive income is essential in the overall retirement strategy, but it’s important to understand its implications on taxation and benefit levels.

Source: YAHOO

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