Social Security taxes Archives - Holland Strategic Wealth Advisors

Taxation of Social Security Benefits: What Retirees Need to Know in 2026

by James E. Holland, MSBA, CFP | Mar 24, 2026 | Social Security, Tax Planning

Quick Answer: How Are Social Security Benefits Taxed? Social Security benefits may be partially taxable depending on your provisional income, which combines your adjusted gross income, nontaxable interest, and 50% of your Social Security benefits. With recent tax...

Are You Ready to File for Social Security? 2026 Guide

by James E. Holland, MSBA, CFP | Mar 24, 2026 | Medicare, Retirement Planning, Social Security, Tax Planning

Quick Answer: Should You File for Social Security Now? You may be ready to file for Social Security if you can confidently answer “yes” to questions about your Full Retirement Age, earnings limits, taxes, Medicare costs, and spousal strategy. If not, delaying could...

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