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To Maximize Your Social Security Benefits, First Do Your Homework
social security When to claim Social Security is a big question, but it is not the only one you will need to answer to get the most out of your benefits.
By Rick Barnett, Certified Estate Planning Professional • Published
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Will Your Stimulus Check Increase Your Tax on Social Security Benefits?
Coronavirus and Your Money The answer to this question comes down to whether your stimulus check increases your "provisional income."
By Rocky Mengle • Published
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How 13 Types of Retirement Income Get Taxed
retirement When you're planning for retirement, it's fun to contemplate all the travel and rounds of golf ahead of you, but don't forget about taxes.
By Joy Taylor • Published
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Shoring Up Social Security
Politics Social Security is headed for a shortfall. But sooner or later, lawmakers will act to preserve your benefits.
By Lisa Gerstner • Published
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Is a Fix Coming Soon for Social Security?
Smart Buying Social Security has funding problems that the COVID-19 pandemic has made worse. What are the prospects for the next Congress and administration doing something about it?
By David Muhlbaum • Published
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10 Things Social Security Recipients Need to Know About Their Second Stimulus Check
social security It's a bit more difficult for Social Security recipients to learn the ins and outs of second-round stimulus checks, since there are a few special rules that only apply to them.
By Rocky Mengle • Published
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Big Changes Likely for Social Security, Medicare Under a Biden Presidency
Making Your Money Last The new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.
By Catherine Siskos • Published
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What Happens to Medicare If the Affordable Care Act Is Overturned?
Medicare Experts say if the ACA is repealed or rescinded "it would be devastating for Medicare." Here's what might happen -- and how it could be costly for you.
By Catherine Siskos • Published
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Waiting to File for Social Security Benefits Is Hard, but Payoff Is Sweet
social security Your piece of the Social Security pie will be bigger each month for the rest of your life if you do.
By Kristian L. Finfrock, Investment Adviser • Published