Topic: Social Security

A person looking at a chalkboard filled with complex mathematical calculations. This is meant to represent calculating provisional income or combined income.
How to Calculate Provisional Income (a.k.a. Combined Income)

School of Social Security & Medicare

To prevent excess taxation on your Social Security income, it’s important to know how to calculate provisional income.

2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator
Social Security Cost of Living Adjustment [COLA] for 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.

Social security card lying on top of a pay stub listing payroll taxes such as Medicare and Social Security – indicating changes to Social Security Benefits due to COVID-19
COVID-19 Pandemic: Impact on Social Security

School of Social Security & Medicare

The COVID-19 pandemic is changing everything, including Social Security. Patricia L. Burris, CFP® discusses these impacts, so you know what to expect.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)

School of Financial Wellness

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.

Senior couple planning for retirement and discussing the social security earnings test
Social Security and the Earnings Test

School of Social Security & Medicare

When you claim Social Security benefits prior to your SS Full Retirement Age and continue to work, your benefits will be subject to the earnings test.

Computer with blocks that say "cost of living' to illustrate Social Security Premium and Medicare Cost of Living Adjustment (COLA)
Social Security and Medicare Cost-of-Living Adjustments for 2020

School of Social Security & Medicare

Find out the upcoming adjustments to Social Security and Medicare. Benefits and COLA details are provided so you can prepare for 2020.

Social security medicare retirement text art word jumble
Special Social Security Filing Strategies

School of Social Security & Medicare

If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.

How much money do I need to retire?
Common Retirement Planning Questions

School of Financial Wellness

The amount of money you need to retire depends on many factors. In this article we focus on those factors that can impact your retirement plan the most.

Security Filing Strategies
What is Your Social Security Full Retirement Age and Why it Matters?

School of Social Security & Medicare

The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).