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Will My Social Security Benefit Be Reduced Or Taxed? [Flowchart]

Social Security is a significant and welcome guaranteed income source, even for affluent retirees. Whether your benefit is reduced or taxed depends mainly on five items:

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Fact vs. Fiction: When Do You Start Receiving Social Security Benefits


Once I hit age 62, I should immediately begin receiving social security benefits.

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National Social Security Week

It's never too early or late to plan for retirement!

This week, July 19th through 25th, celebrates the Social Security Administration’s Second National Social Security Week. A my Social Security account is convenient, secure, and free!

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3 Questions About Social Security Benefits and Retirement

When planning for your retirement, you will probably take into account your own family situation and life goals, while coordinating income from Social Security with other resources at your disposal. We have found that knowledge of the ins and outs of Social Security is a great tool as you fashion a solid retirement income strategy.

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Social Security as Longevity Insurance

What if you or your spouse lives to a very ripe old age — to 90, 95, or even 100? The key to having enough income in your old age is to maximize the higher-earning spouse’s benefit. This can be done by having the higher-earning spouse delay the start of benefits to age 70.

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When to Apply for Social Security Benefits

With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.

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What Do Social Security and Donuts Have In Common?

Hi! This is Sean at Harvest Advisers. This video is about the most common source of retirement income - Social Security - and how to make the most of it. And to make it a little bit fun, we’re using donuts.

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Talking to Your Aging Parents About Their Finances

Each day between 2011 and 2030, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their middle-aged children may find themselves in a challenging situation: providing financial assistance to their parents as well as their own kids.

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The “Magic Age”: What You Need to Know About Social Security Claiming Strategies

You may have heard that choosing the right social security claiming strategy can help you and your spouse maximize your benefits. But which strategy is best? What’s the appropriate age to claim? What about spousal benefits? If you’re wondering which path to take, these social security basics may help you get started.

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