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Calculating Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor Last updated
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How the Social Security Bridge Strategy Works
This is how you can wait until age 70 to start collecting Social Security — and capitalize on the annual 8% boost to your benefit.
By Andrew Rosen, CFP®, CEP Published
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Your Social Security Checks Won’t Stop If the Government Shuts Down
How Social Security would be affected by a government shutdown, including what happens to checks and what services would be paused.
By Esther D’Amico Last updated
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Social Security: DeSantis, Haley Split Over Reforms During GOP Debate
Candidates spar over Social Security’s retirement age and COLA increases as the 2024 election year kicks off.
By Esther D’Amico Published
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Almost 40% of Seniors Are Going Back to Work Due to Low COLA. Are You?
Social Security benefit amounts adjust for inflation every year, but the small cost-of-living bump for 2024 might not be enough for seniors, new survey shows.
By Kathryn Pomroy Published
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When to Expect Your First Social Security Check of 2024
The Social Security monthly payment schedule is based on your birthday.
By Donna LeValley Published
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Social Security Tax Wage Base Jumps 5.2% for 2024
Social Security Wealthier taxpayers will have more Social Security tax taken from their paychecks this year.
By Kelley R. Taylor Last updated
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Do You Have at Least $1 Million in Tax-Deferred Investments?
If the answer is yes, then this article is for you. Find out how you can keep more of that $1 million for yourself and away from Uncle Sam.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Two Keys to a Happy Retirement: Health and Wealth Plans
It’s nearly impossible to have a successful retirement without taking care of both your physical health and your financial health. Here are five tips to help.
By Bradley Rosen Published