How Social Security Benefits Taxation and IRMAA Raise Marginal Tax Rates in Retirement
Greg Geisler, PhD, CPA, Clinical Professor of tax accounting at Indiana University-Bloomington Editor’s note: This article is an adaptation of the live webinar delivered by Greg Geisler in 2022. His comments have been edited for clarity and length. You can read the summary article here as part of the January 2023 Retirement InSight and Trends …