Topic: Social Security

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?
How Much Do I Need to Retire?

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).

Did you know?
Don’t be a Social Security Flunky

School of Social Security & Medicare

Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.

Doctor listening to a piggy bank with a stethoscope - social security questions
Top 6 Questions Doctors Ask When Filing for Social Security

School of Social Security & Medicare

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.

social security card and 1040 form
When Is Social Security Income Taxable?

School of Social Security & Medicare

Did you know that Social Security benefits are taxable to many Americans? Read this article for more details. That may seem unfair, or unfathomable.

Happy retired couple dancing in the ocean near the beach
Social Security: File and Suspend Benefits at Full Retirement Age

School of Social Security & Medicare

Here’s why you should file for and suspend Social Security Benefits at full retirement age – even if you aren’t ready to start receiving your benefits.