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Ticket to Work Program: What Is It and How Does It Work?
This Social Security Administration program is underused and underpromoted, yet hundreds of thousands of American workers could access its benefits.
Leaving Retirement? Three Things to Consider Before You Unretire
Some of today’s retirees are finding they’re withdrawing too much from their retirement accounts and need to return to work to make ends meet.
By Tony Drake, CFP®, Investment Advisor Representative Published
How Veterans With Disabilities Can Claim All the Benefits They Earned
Many veterans with disabilities who are unable to work are missing out on key disability benefits that could reshape their economic stability following active duty.
By Brett Buchanan Published
When Will Social Security and Medicare Trust Funds Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
By Elaine Silvestrini Published
Social Security for Widowed Parents Falls Far Short of Need
Many families who lose a spouse and/or parent struggle financially on top of the grief and trauma. More needs to be done to address the limitations of Social Security’s survivors benefits.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Social Security Can’t Be Your Whole Retirement Strategy, Especially Now
Planning ahead for when you begin receiving benefits, plotting which retirement accounts to withdraw from first and considering annuities can all help.
By Kelly LaVigne, J.D. Published
How Do You Stack Up When It Comes to Retirement?
Maybe you’ll feel good about where you stand as we look at averages of retirement savings, Social Security benefits, health expenses and how retirees spend their time.
By Andrew Rosen, CFP®, CEP Published
Three Common Social Security Misconceptions: Don’t Make a Claiming Mistake
The rules evolve over time, there’s dated information out there, and what works for someone else might not work for you. Here’s what to look out for.
By Summer Roberts, IAR Published
How to Cut Your Social Security Taxes
How to Cut Your Social Security Taxes: Many retirees are dismayed to learn that they owe taxes. But you can take steps to minimize the pain.
By Sandra Block Published
Which Retirement Accounts Should You Withdraw From First?
Here’s a standard order for when you should tap which account when you’re in retirement.
By Evan T. Beach, CFP®, AWMA® Published