Latest
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Will You Pay Higher Taxes in Retirement?
Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.
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Here’s a Way to Save Social Security and Defer RMDs
People who don’t need Social Security benefits could opt out of receiving them in exchange for not being forced to take required minimum distributions.
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
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Social Security Optimization If You Save More Than $250,000
When you choose to take benefits will make a difference in how your income and assets play out over many years. Let’s explore some scenarios.
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How to Qualify for Social Security Spousal and Survivor Benefits
social security A guide for spouses, ex-spouses, widows and widowers on Social Security spousal and survivor benefits and how to make the most of them.
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Social Security Disability for COVID Long Haulers Explained
social security Social Security Disability Income (SSDI) is available for American workers who are struggling with a disability, including long COVID. Here are some tips on how to apply and what to expect.
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Social Security for Stay-at-Home Moms (and Dads): How to Qualify for Benefits
social security Just because you don't bring home a paycheck doesn't mean you're not working. A stay-at-home parent can get a Social Security check just like any other worker. Here's how.
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What You Need to Know About 2023 Social Security Changes Beyond the COLA
The cost-of-living adjustment (COLA) isn’t the only change on tap for Social Security next year. Some modifications might make you rethink your retirement plans.
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Social Security Strategies to Help Widows Replace Lost Income
Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!
