Where Is My Social Security Office?

Q: I am moving out of state soon. How do I find the correct Social Security office to get my address changed? Should I contact the office where I used to live or the one closest to where I’m moving?   A: Keep your mailing address current even if not changing your bank information. If changing…
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Working While Retired – More About The Annual Earnings Test

I wrote about the annual earnings test, also called the retirement test, in February. Today I will answer earnings test questions from recent pre-retirement seminars.   The earnings test concerns how earnings from employment in a calendar year might affect your SSA retirement payable for that year.  Dollar amounts of the earnings test usually change each…
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Social Security & OIG

I was asked if the Social Security Administration has an investigative component.  Yes, it does.   A component of the Office of the Inspector General (OIG) is under the general supervision of the Commissioner of the Social Security Administration. OIG can initiate and carry out any audit or investigation to accomplish its mission “… of promoting…
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Voluntary Federal Tax Withholding From SSA Benefits

Q: Can I have Federal taxes withheld from my Social Security benefit?  A: Yes. Federal taxes are not routinely withheld from Social Security benefits but you can request them to be. You may find doing this easier than paying quarterly estimated tax payments.  To start voluntary withholding you need to complete Internal Revenue Service (IRS) form…
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Social Security In The Month Of Death – Is That Payment Due?

Q:  Are Social Security benefits payable for the month of a person’s death? A:  Social Security benefits are payable to a person only if he or she is alive for the complete month. This applies whether the person was receiving SSA retirement, survivors or disability benefits based on either their own earnings or the record of…
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