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Retirement Planning
Chapter 14: Social Security & Medicare/REDUCTION OF SOCIAL SECURITY BENEFITS
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 14: Social Security & Medicare

REDUCTION OF SOCIAL SECURITY BENEFITS

01.Core Concepts

• Retirement Earnings Limitations Test • Taxation of Social Security Benefits 23 RETIREMENT EARNINGS LIMITATIONS TEST (1 OF 2) • Social Security retirement benefits are reduced for early-retirees who have earnings from continued employment. • Earnings • Wages • Self-employment income • NOT Earnings • Pension income • Investment income • Capital gains