A common question that I receive is based upon the taxation of Social Security benefits. Are Social Security benefits taxed and,  if so,  how do I know how much of my benefits will be taxed? The answer is that Social Security benefits ARE taxed. Let's look at the answer in more detail... … [Read more...]

In a recent Social Security workshop I received an interesting question that comes up frequently. The workshop participant wanted to know whether CalPERS members are subject to the Windfall Elimination and Government Pension Offset provisions. … [Read more...]