Retirement Planning

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Retirement Benefit Changes in 2015

How to Get More Money from Social Security Part 4

For this series I have covered some social security claiming strategies. You can click here for the other articles in the series. I have received quite a few questions and have posted the answers online. You click here to see the FAQ. In this article we will cover how social security is taxed. Tax Treatment of Social […]
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How to Get More Money from Social Security Part 3

In the first part of the series I covered information on spousal benefits and using a strategy called “file and suspend” and “file and suspend plus” to maximize your lifetime joint benefits by timing when you claim. This article I will cover another one of the advanced social security claiming strategies. Since publishing this article series I have […]
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How to Get More From Social Security Part 2

In Part 1 I covered information on spousal benefits and using a strategy called “file and suspend” to maximize social security benefits, especially your lifetime joint benefits by timing when you claim. You can click here to see more social security resources. In this article we will cover survivor benefits and an advanced social security claiming strategy called “file […]
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Social Security Benefits Frequently Asked Questions

I receive more questions about Social Security than any other topic I cover, especially with my recently published article series on Maximizing Social Security. This isn’t surprising given that more members of the baby boomer generation are starting to retire and become eligible for benefits. I have published the most frequently asked questions and scenarios I have received […]
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Social Security Numbers You Need To Know

Maximizing your social security payments depends on the taxes you pay, your earnings history, the age you decide to take the benefits, and the dependents you have. Here are some important Social Security rules to pay attention to. $1,294: This is the average Social Security payment for 2014. The average for retired couples is $2,111. […]
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5 Essential Facts on Your Social Security Statements

The Social Security Administration back in April 2011 suspended mailing Social Security Statements to save money. Luckily, they added the ability view your online statements in May 2012. They recently announced that they would resume mailing the statements to some workers beginning September 2014. The paper statements will be mailed to workers who are not currently […]
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Important Ages You Need To Know for Retirement

In order to maximize your retirement benefits, it is important to meet certain deadlines. If you don’t take action on these age-based cut-off dates, you can trigger penalties, fees, and miss out on extra benefits for social security, IRAs, 401(k)s, and other retirement accounts. Make sure you take these important ages for retirement into account when […]
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SMART Management of Retirement Income

Getting Ready for Retirement When you retire, you have more control over your time, and finally have enough leisure to do what you want. While taking control of your time may not require a lot of advance planning, taking control of your retirement finances does. You need income you can count on, year in and […]
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SMART 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. These plans offer tax benefits and the opportunity for your savings to compound over time. So it’s important to understand every aspect of how your 401(k) plan works, whether you’re just getting started or you’re […]
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