Today Is Check Your Statement Day

Noted in yesterday’s post about my Social Security, today is “Check Your Statement Day.” Checking your Social Security Statement is important for retirement planning but, in my opinion, it is even more important for people many years away from retirement, especially if you have dependent children. Including survivors and disability benefits, Social Security is far…
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National My Social Security Week

During the extended weeklong period of April 4 -13, the Social Security Administration is holding the third my Social Security Week.  The following is from an agency press release: Carolyn W. Colvin, Acting Commissioner of Social Security, welcomes everyone to celebrate the third National my Social Security Week from April 4 through 13, 2016. Social…
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America Saves Week

America Saves Week, February 22-27-2016, reminds us all of the importance of saving and investing for the future. The Social Security Administration is one of many public and private organizations participating in America Saves Week. The “For Savers” section of the America Saves Week website has specific ideas that you might find useful A first step…
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Need A Replacement SSA-1099?

Q: For taxes, how do I replace my 1099 from Social Security? A: The SSA-1099 tax form is mailed each January to everyone receiving Social Security benefits. For tax purposes, it shows the total amount of benefits received by you from Social Security in the previous year. If a replacement 1099 is needed, the easiest…
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Starting Retirement Before FRA

When I teach retirement seminars, many questions are about when to start Social Security benefits. The “best time” depends on your plans. A one size fits all best time to retire does not exist. Deciding to retire is a major decision and Social Security benefits are just one part of that decision. Some of the…
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