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Social Security Strategies to Help Widows Replace Lost Income
Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!
12 States That Tax Social Security Benefits
social security You may have dreamed of a tax-free retirement, but if you live in one of these states, your Social Security benefits may be subject to state taxes.
By Rocky Mengle • Last updated
Social Security COLA Set to Rise
retirement Consumer prices have spiked this year, meaning a higher Social Security cost-of-living adjustment for 2023.
By David Payne • Last updated
How to Partially Retire Before You’re Ready For Full Retirement
Retiring in stages is becoming more of an option for those who don’t want to “jump off a cliff” from full-time work to having no employment.
By Alina Tugend • Last updated
Social Security Is Pushing You to Work Longer – Can You Still Afford to Retire Early?
social security To get your full Social Security benefit, you may have to work longer than you’d like. If you really don’t want to wait to quit work and start taking benefits, you’ll need a plan that compensates for a smaller monthly check.
By Vincent Birardi, CFP®, AIF®, MBA • Published
8 Must-Know Facts About Your Social Security Benefits
Making Your Money Last What you don't understand about Social Security could cost you. Here are key facts worth knowing.
By David Rodeck • Published
12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Basics Claiming Social Security benefits at the right time means more money in your pocket. Here’s a guide to everything from knowing your full retirement age to taking Social Security spousal benefits.
By Sandra Block • Last updated
How Does Working Longer Affect Your Social Security Benefits?
social security You probably know you’ll get bigger payments if you stick with your job and wait to claim. But there’s more to it.
By Ken Moraif, MBA, CFP®, CRPC® • Published
When You Claim Social Security Can Have Huge Implications for Your Spouse
social security When you’re gone, your spouse’s income will take a major hit – one that can be worsened significantly if you make the wrong decision about when to claim.
By Kristi Martin Rodriguez • Published
Calculating Taxes on Social Security Benefits
social security Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or withdrawals from tax-deferred retirement accounts.
By Rocky Mengle • Published