The Truth About Hawaii Taxes Every Retiree Needs to Know
Hawaii taxes for retirees include high income tax rates but valuable exemptions. Here’s what to know before retiring in Hawaii.
When Should I Start Taking Social Security?
Dana Anspach from Sensible Money answers the question: When should you start taking social security?
Social Security Survivors Benefits
What do widows need to know about claiming survivors benefits? Kurt Czarnowski a renowned social security expert, explains.
Social Security Claiming Strategies
How to use two social security claiming strategies to boost your benefit
Social Security’s Delayed Retirement Credits
Social Security's Delayed Retirement Credits: Alyson Dorosky, head of Social Security Support at Lifeyield, discusses Social Security's delayed retirement credits.
Minimizing Taxes on Social Security
Joe Stenken, J.D. for Ameritas Life Insurance, discusses ways you can minimize the taxes you pay on Social Security benefits.
How Are Your Social Security Benefits Calculated?
Have you ever wondered how Social Security is calculated? Jim Blankenship, author of A Social Security Owner's Manual, explains the ins and outs of how your Social Security benefit is calculated.
New Social Security Law Faces Long Delay Before Sending Out Adjusted Benefits
The Social Security Fairness Act will boost benefits for 3.2M public workers once the agency can plow past multiple roadblocks. Here's what you need to know.
Maximizing Social Security Survivors Benefits
This little-known restricted application rule can significantly boost retirement income for surviving spouses, potentially adding hundreds of thousands of dollars over a lifetime.
Maximizing Social Security for Widows: The Restricted Application Strategy
Learn how surviving spouses can use Social Security's restricted application to maximize benefits and secure financial stability.
Get Your Social Security Benefit Statement (SSA-1099)
Tax season is here, and the Social Security Administration made replacing your annual Benefit Statement easier.
Anxiety Mounts Among Social Security Recipients as DOGE Troops Settle In
ProPublica reports that Elon Musk’s team has descended on an already understaffed Social Security Administration, which now faces further workforce cuts and closures of vital local offices. The consequences could be significant for millions of the most vulnerable Americans.
Social Security to Pay Retroactive Benefits
By the end of March, millions are to receive long-overdue Social Security benefits. Learn how and when you'll get paid.
How the Social Security Fairness Act Affects Your Benefits
The elimination of the WEP and GPO under the Social Security Fairness Act may mean that you need to file for retroactive benefits. Here's everything you need to know.
Social Security Fairness Act Recipients Receive $7.5B to Date
Higher monthly benefit payments to begin in April to eligible Social Security recipients.
Under Trump, Social Security Resumes What It Once Called ‘Clawback Cruelty’
The Trump administration will revert to subtracting 100% of Social Security overpayments from all identified recipients beginning at the end of March, KFF Health News and Cox Media Group report. Many overpayments are the result of government error.
Social Security for Women: Claiming Strategies & Eligibility Explained
Learn how women can optimize Social Security benefits due to longer life expectancies. Understand spousal, survivor and individual benefits, claiming strategies and eligibility requirements.
Press Release: Social Security Increases Transparency and Accountability
The Social Security Administration (SSA) announced several new initiatives and resources.
Has DOGE Destroyed Social Security?
Long waits, waves of calls, website crashes: The Washington Post reports how a flood of cuts led by Elon Musk has sent the agency into chaos.
Social Security Survivor Benefits: Timing Strategies After Early Retirement
Understand how early retirement impacts survivor benefits. Learn if your spouse's reduced Social Security at 63 will affect their future widow/widower's benefits after your death.
Protecting Social Security: The Case Against Extending the Full Retirement Age
This paper argues that extending Social Security’s FRA would be both unnecessary and unfair. Here's why.
Social Security Blames ‘DEI’ & ‘Gender Ideology’ for Long Wait Times
Social Security wait times to talk with a staffer by phone, email or in person have increased as the Trump administration, DOGE cut staffing, MSNBC reports.
Trump Administration Retreats From 100% Withholding on Social Security Clawbacks
A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.
Thinking of Claiming Social Security Earlier Than Planned?
Amid political instability, that is the question. Should I throw in the towel and claim my Social Security benefits now—even though it might leave me in a financial dilemma later?
France's Retirement Age Increase Could Signal Future Changes for U.S. Retirement System
France's Retirement Age Increase Could Signal Future Changes for U.S. Retirement System: France's increase in retirement age from 62 to 64 could have implications for the United States, as both countries are facing an aging population and increased longevity. Social Security is the primary federal program for retirees in the US, but the trust fund is projected to run a deficit in about 10 years. There has been discussion about increasing the full retirement age for Social Security beyond 67, which may place pressure on retirement savings and add stress to the lives of lower-income earners. Segal's National Retirement Practice Leader and SVP, Jonathan Price, discusses the need for education and information about retirement planning and the role of stakeholders such as employers and the government in ensuring sustainable retirement programs for future generations.
Your Social Security Benefit and Income Taxes
In part five of a six-part series on Social Security, Martha Shedden, the co-founder and president of the National Association of Registered Social Security Analysts, explains when beneficiaries have to pay federal income taxes on their Social Security benefits.
Ask the Hammer: How Can I Calculate What My Wife’s Spousal Social Security Benefit Will Be if I Claim at Full Retirement Age?
Jeffrey Levine of Buckingham Wealth Partners helps a viewer calculate what his wife's spousal Social Security benefit will be if he claims at full retirement age.
Financial Advisers Address Social Security Fears of Clients
More Americans are tapping benefits earlier than ever — but what’s driving this trend, and is it the right move?