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On a frequent basis, Tom Curran discusses investment and tax planning topics which he finds to be relevant to Curran Wealth Management's outlook and strategy.

We also hold regular teleconferences and presentations ("Curran Events") that can be attended via web or telephone.
Curran Events are always recorded and replays can be found on this page.

Please feel free to contact us with your views and comments, or topics you would like discussed at an upcoming Curran Event.

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Minimizing Tax on Social Security Benefits

For tax purposes, Social Security benefits are treated the same regardless of whether the benefits are paid due to disability, retirement, or reaching the eligibility age. How much (if any) of your Social Security benefits are taxable depends on a number of issues. The following facts will help you understand the taxability of your Social Security benefits.

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