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Re: Taking SS Early - Tax Related Question
Old 05-16-2007, 01:47 PM   #2
Recycles dryer sheets
 
Join Date: Dec 2003
Posts: 196
Good question, I've been wondering about this myself.

My hand-waving* analysis was that if you spend down the taxable part of your portfolio before taking SS, the amount of SS subject to tax will be reduced. But I haven't run any quantitative analysis yet.

*umm, maybe there's already enough handwaving on this topic already!

Peter

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