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Tech Talk: 403(b) Deferrals and Social Security

You have a client who began to draw Social Security at age 62. He has a part-time job and participates in a 403(b) plan. He knows he’ll lose some Social Security benefits due to how much he earns at his job. In Tech Talk, Ellie Lowder tells us whether pre-tax deferrals to his 403(b) plan will reduce his earnings for purposes of the Social Security earnings test.