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Money or property you obtain from social security, pensions, annuities, gifts, winnings, inheritance, or selling assets.

#4 of 13 Things People Can Do with Money | by WealthPhase

Believing these Social Security myths could make you poorer in retirement

Believing these Social Security myths could make you poorer in retirement

How well you understand the ins and outs of Social Security entitlements could make a big difference in how much you receive over your lifetime.

cnbc.com
Claiming Social Security Early Could Lead to Poverty Later in Life

Claiming Social Security Early Could Lead to Poverty Later in Life

Think hard before collecting Social Security early. You may end up regretting it.

marketwatch.com
Social Security: Replace Your Social Security Card Online

Social Security: Replace Your Social Security Card Online

Need to replace your lost or misplaced Social Security card? If you live in a qualifying state, Social Security's online application makes getting a replacement card easier than ever.

logandaily.com
‘Do I Have a Pension?’ Sleuths Can Find it

‘Do I Have a Pension?’ Sleuths Can Find it

The Pension Action Center (PAC) at the University of Massachusetts Boston assists people in Illinois and New England with all types of pension problems, but tracking down missing pensions is one of its main missions.

squaredawayblog.bc.edu
Infographic: Social Security Expectations Don't Always Match Retirement Realities

Infographic: Social Security Expectations Don't Always Match Retirement Realities

How can you make the most of your Social Security decisions?

multivu.com
Americans’ Lack of Social Security Knowledge Shows

Americans’ Lack of Social Security Knowledge Shows

Tina Ambrozy, president of sales and distribution at Nationwide, warns of a major disconnect between what consumers think their Social Security benefit will be—and what this amount will cover—compared to reality.

planadviser.com
Why Women Should Keep Working After Their Husbands Retire

Why Women Should Keep Working After Their Husbands Retire

Many American women would benefit from continuing to work after their husbands have retired, accumulating more years of earnings to boost their future Social Security benefit payments.

blogs.wsj.com
Social Security Claiming Strategies Women Can't Afford to Overlook

Social Security Claiming Strategies Women Can't Afford to Overlook

Choosing the best strategy for claiming Social Security benefits is like playing a game of chess. Dawn Doebler has a few tips for women.

wtop.com
Pros and Cons of Taking Social Security at 70

Pros and Cons of Taking Social Security at 70

Are you unsure of when to start claiming Social Security benefits? Figuring out the best Social Security claiming strategy is complicated because there's a lot of factors to consider to try to optimize your benefits. Your health, other sources of income, whether you can qualify for spousal benefits, and a host of other issues all come into play when you make the choice about when to get benefits for the first time.

fool.com
How Safe Is Social Security?

How Safe Is Social Security?

Some common American worries are gaining weight, getting wrinkles, and wondering whether Social Security will go bankrupt. According to a 2017 Nationwide Retirement Institute survey, 78% of pre-retirees report being worried "about the Social Security program running out of funding in my lifetime."

host.madison.com
37 States That Don't Tax Social Security Benefits

37 States That Don't Tax Social Security Benefits

Around one third of Americans expect Social Security will be a major source of their retirement income, according to a 2017 Gallup poll. If you're.

nasdaq.com
3 Things to Know About Claiming Social Security at 66

3 Things to Know About Claiming Social Security at 66

Thinking of filing for Social Security at 66? Here's what you need to know first.

fool.com
What Happens if I File for Social Security After Age 70?

What Happens if I File for Social Security After Age 70?

The short answer: You'll lose out -- bigtime.

fool.com
The Widow or Widower's Guide to Social Security Benefits

The Widow or Widower's Guide to Social Security Benefits

To help you wade through these waters, we’ve put together a comprehensive guide to Social Security survivors benefits.

usatoday.com
Think You're Ready for Social Security? Not Until You Read This

Think You're Ready for Social Security? Not Until You Read This

If you don't know what you're doing with Social Security, your benefit checks might end up 30% smaller -- or taxed.

fool.com
Social Security: How Much Does It Pay to Wait?

Social Security: How Much Does It Pay to Wait?

Delaying your Social Security benefit can increase your monthly check—but by how much?

schwab.com
Is Annuitization Your Best Strategy?

Is Annuitization Your Best Strategy?

Annuitization is a godsend for those who substantially exceed their projected lifespans. Improve your odds of making the right decision by researching your projected statistical longevity and comparing this with your own estimate based on such factors as your family’s medical history and your own current health and lifestyle.

investopedia.com
Social Security: Understanding the Government Pension Offset

Social Security: Understanding the Government Pension Offset

When you receive both your own non-covered government pension and a Social Security spousal benefit, your Social Security benefit may be reduced. The Government Pension Offset (GPO) reduces your Social Security benefit by...

dcourier.com
Retirees Leave $10B in Social Security Benefits on the Table Each Year, Advisor Says

Retirees Leave $10B in Social Security Benefits on the Table Each Year, Advisor Says

Social Security can be a big source of income in retirement, yet the wrong claiming strategy could be a six-figure mistake.

cnbc.com
3 Reasons Why the Latest Social Security Increase Is Bogus

3 Reasons Why the Latest Social Security Increase Is Bogus

Social Security is getting a boost in 2018. Here's why that's nothing special.

fool.com
Social Security Changes to Expect in 2018

Social Security Changes to Expect in 2018

Here are the changes to the Social Security program set to take effect on Jan. 1, 2018.

investopedia.com
3 Ways to Make Your Social Security Benefits Bigger

3 Ways to Make Your Social Security Benefits Bigger

Want to get a bigger Social Security check? Most of us know that we can receive a bigger check by delaying SS benefits. But, have you thought about how a Roth (vs. traditional retirement plan) might increase your net SS benefit?

fool.com
Social Security: Cost of Living Adjustment increases 2.0% in 2018

Social Security: Cost of Living Adjustment increases 2.0% in 2018

Monthly Social Security and Supplemental Security Income (SSI) benefits for more than 66 million Americans will increase 2.0 percent in 2018, the Social Security Administration announced today.

calculatedriskblog.com
Why Don't More People Wait to Claim Social Security at 70?

Why Don't More People Wait to Claim Social Security at 70?

On the surface, it seems to make sense to wait and get the largest possible monthly benefit. Yet, there are good reasons people claim earlier rather than deferring.

fool.com
When Is Your Social Security Taxed?

When Is Your Social Security Taxed?

The tax status of your Social Security benefits is based on earnings limits and your age.

nj.com
How Should People Handle Large Gifts from Family?

How Should People Handle Large Gifts from Family?

Joshua answers a question about a generous financial gift from a listener's in-laws. How should an individual handle the gift to make sure it's a blessing and not a curse?

radicalpersonalfinance.libsyn.
Social Security and You: Documents, Penalties and More

Social Security and You: Documents, Penalties and More

Tucson.com provides some short and quick answers to Social Security questions covering a wide array of subjects.

tucson.com
How & When to Withdraw a Social Security Claim

How & When to Withdraw a Social Security Claim

Has your situation changed? You may be entitled to a Social Security "do-over." Here's how to reverse your decision and receive a larger benefit later.

thinkadvisor.com
When to Begin Social Security Benefits

When to Begin Social Security Benefits

Not sure when to start claiming Social Security? If possible, we generally believe it's better to wait (There are exceptions). Read these scenarios to find out why.

aarp.org
When to Start Receiving Social Security Benefits

When to Start Receiving Social Security Benefits

“What’s the best age to start receiving retirement benefits?” The answer
is that there’s no one “best age” for everyone and, ultimately, it’s your choice. Base your decision about when to apply for benefits on your individual and family circumstances

ssa.gov
3 Reasons to Claim Social Security Early

3 Reasons to Claim Social Security Early

Generally, we are advocates of delaying Social Security as long as possible. Here are three reasons why you might want to consider claiming Social Security at age 62.

fool.com
Social Security Claiming and Pig Races

Social Security Claiming and Pig Races

The retirement planning question I am asked most frequently is when to claim Social Security benefits.

theretirementcafe.com
What to Do After Inheriting an IRA

What to Do After Inheriting an IRA

Heirs must begin taking withdrawals once they inherit an IRA, but how they choose to make those distributions can have a big impact on their account balance over time.

kiplinger.com
Three Degrees of Bad

Three Degrees of Bad

The terms retirement writers use to describe retirement plan failure can be confusing. There are three progressive levels of failure...

theretirementcafe.com
Wrong Reason #1 To Take Social Security Early

Wrong Reason #1 To Take Social Security Early

Unemployed at 62? Do something about that rather than starting Social Security benefits.

forbes.com
Wrong Reason #2 To Take Social Security Early

Wrong Reason #2 To Take Social Security Early

Some people start benefits at 62 in order to invest the cash. This article claims that is 'dumb.' The argument should be considered, but opposing views—and a number of personal factors—should be considered before making a decision.

forbes.com
Social Security working retirement tax: Which spouse’s earnings count?

Social Security working retirement tax: Which spouse’s earnings count?

Learn how one spouse’s continued earnings will impact current Social Security benefit entitlement.

benefitspro.com
How Spousal or Divorced Spouse Social Security Benefits Work

How Spousal or Divorced Spouse Social Security Benefits Work

Married people may be eligible to receive benefits based on the years that their spouse worked and paid taxes into the Social Security system.

thinkadvisor.com
Social Security Recipients with Minor Children

Social Security Recipients with Minor Children

Questions about Social Security from seniors with minor children.

tucson.com
What is the Average Monthly Social Security Benefit?

What is the Average Monthly Social Security Benefit?

Here's the Average Monthly Social Security Benefit for Retired Workers, Survivors, and the Disabled.

fool.com
Can You Live on Social Security Alone?

Can You Live on Social Security Alone?

Have you arrived at retirement age and dependent solely on Social Security? How do others make it work?

washingtonpost.com
Texas Educators in for Social Security Surprise

Texas Educators in for Social Security Surprise

Do you live in Texas and work for a school district that doesn’t pay into Social Security? If you receive a pension benefit, you face potential penalties during your retirement.

kxan.com
Three Reasons It's Dumb to Take Social Security Benefits at 62

Three Reasons It's Dumb to Take Social Security Benefits at 62

Generally speaking, the average American should not be taking those benefits that early. Here are a few reasons why taking Social Security at 62 is a truly bad idea. There are also three situations when it makes sense to claim early.

host.madison.com
Will Getting an Inheritance or Large Gift Increase My Student Loan Payments?

Will Getting an Inheritance or Large Gift Increase My Student Loan Payments?

One of the major perks of having federal student loans is that there are several repayment plans based upon what you can afford to pay rather than what you owe. Will student loan payments increase as the result of an inheritance?

studentloansherpa.com
Enter the Labyrinth: What to Know About Social Security

Enter the Labyrinth: What to Know About Social Security

If you're thinking about claiming Social Security, these five tips could help.

kiplinger.com
Do This Before Filing For Social Security Benefits

Do This Before Filing For Social Security Benefits

Collecting Social Security may be one good part of getting older, but if you don't make the right choice of when and how to file for this benefit, you may be leaving money on the table.

investors.com
Retiring Early? Here's Ways to Delay Taking Social Security

Retiring Early? Here's Ways to Delay Taking Social Security

If you claim Social Security early, your checks will be permanently reduced. Consider looking for income elsewhere so that you can wait until full retirement age.

fool.com
Bamboozled: Social Security schemes are gunning for you

Bamboozled: Social Security schemes are gunning for you

Hucksters posing as Social Security Administration (SSA) employees are calling benefits recipients across the country, Social Security's Office of the Inspector General (OIG) said in a recent consumer warning,

nj.com
What Happens to Your Social Security If You Move out of the U.S.?

What Happens to Your Social Security If You Move out of the U.S.?

Will Social Security send your benefit to the foreign country you're living in? It depends on the country. What about Medicare? What if you need to conduct Social Security business:? This article answers those questions and more.

tucson.com
Born After 1954? Here's What You Need to Know About Social Security

Born After 1954? Here's What You Need to Know About Social Security

Legislation passed in the early 1980s gradually increased the full retirement age for Social Security, which is why it currently sits at 66 for beneficiaries reaching retirement age. If you're born after 1954, your retirement age will be even later than that. Here's what you need to know about your full retirement age, and what it could mean for your Social Security retirement benefits.

fool.com
9 Critical Retirement Age Milestones You Can’t Afford to Miss

9 Critical Retirement Age Milestones You Can’t Afford to Miss

You probably know the significance of age 65 (Medicare!). But how about age 50? Or age 59½? Or 62? These are just a few of the important milestones that retirees and future retirees need to prepare for.

kiplinger.com
Social Security's Grim Prognosis

Social Security's Grim Prognosis

If Congress makes no changes in taxes and benefits, benefits will need to be cut in 2034.

cbsnews.com
Social Security advice from JB Bryan

Social Security advice from JB Bryan

Financial expert JB Bryan discusses Social Security benefits for retirees, as well as for those who may have disabilities.

youtube.com
Some Older Parents Are Missing Out on This Social Security Perk

Some Older Parents Are Missing Out on This Social Security Perk

If you have kids who won't graduate from high school until sometime after you turn 62, your family may qualify for extra dollars from Social Security. And those payments for dependent children may make it financially advantageous to file for retirement benefits earlier than you might otherwise.

time.com
Calculating your Social Security break-even age

Calculating your Social Security break-even age

The Social Security website used to have a break-even calculator, but it was determined several years ago that it could mislead applicants into claiming benefits sooner than would be in their best interest.

chicagotribune.com
Inheriting an IRA?

Inheriting an IRA?

If you are inheriting an IRA, you need to know these 5 key provisions.

fool.com
Social Security Checklist

Social Security Checklist

Deciding when to take Social Security is an important decision. Edward Jones has created a Social Security “LENS” framework that can help you.

edwardjones.com
Video: Why an Online Social Security Account is Important.

Video: Why an Online Social Security Account is Important.

Even if your retirement is decades away, you should set up an online Social Security account. If you're close to retirement, do it right now.

players.brightcove.net
Choice: Tap Social Security or your 401(k) first?

Choice: Tap Social Security or your 401(k) first?

Social Security provides an enormous return for those who are patient. Don't get too hung up over taxes on retirement plan distributions.

dallasnews.com
The Logistics of Applying for Social Security

The Logistics of Applying for Social Security

There are lots of articles that offer advice about when to begin receiving Social Security retirement benefits. Few provide guidance on how to apply.

usatoday.com
Inherited an IRA? Avoid These 8 Unintended Consequences

Inherited an IRA? Avoid These 8 Unintended Consequences

Whether you're the benefactor or beneficiary, what you don't know about an inherited IRA can foil your plans. Avoid costly mistakes by knowing these rules on IRAs.

bankrate.com
4 "Other Ways" to Boost Your Social Security Benefits

4 "Other Ways" to Boost Your Social Security Benefits

You already know that delaying benefits may increase your monthly Social Security check. Here are four other ways to increase your monthly benefit.

fool.com
What's Wrong with Taking Social Security at 62?

What's Wrong with Taking Social Security at 62?

While you will get more individual payments by filing early, you'll ultimately lose out on lifetime benefits if you live until your mid-80s, which is what the Social Security Administration considers the standard life expectancy for the average 65-year-old today.

fool.com
Over 40 Percent Claim Social Security at 62. Why?

Over 40 Percent Claim Social Security at 62. Why?

The most popular age for claiming Social Security is 62. Why do so many people claim this early?

fool.com
3 Reasons Not to Retire Early

3 Reasons Not to Retire Early

Planning on an early retirement? You may want to reconsider.

fool.com
Why You May Want to Consider a Reverse Mortgage

Why You May Want to Consider a Reverse Mortgage

Once an option loaded with expenses, tapping your home equity with a reverse mortgage is a more viable retirement income planning strategy.

kiplinger.com
Before You Buy an Annuity, Ask These 5 Questions

Before You Buy an Annuity, Ask These 5 Questions

Annuities can help you avoid outliving your retirement income. But, they aren’t for everyone. Before you buy one, ask these five questions.

bankrate.com