Social Security

4 Reasons to Take Social Security Benefits Early
Social Security

4 Reasons to Take Social Security Benefits Early

Martha Shedden, CRPC, RSSA | August 23, 2024

If you’re planning for retirement, you’ve probably heard this warning many times—don’t claim your Social Security benefits early. Social Security…

When Should You Take Social Security?
Social Security

When Should You Take Social Security?

Derek Burnett | June 1, 2024

You can take social security benefits early, but this leads to reduced payouts. You can also delay collecting social security for larger benefits.

Don’t Get Hit With This Medicare Surcharge
Social Security

Don’t Get Hit With This Medicare Surcharge

Heather Schreiber, RICP, NSSA | March 12, 2024

Most higher-earning seniors know they have to pay taxes on their Social Security benefits. But they may not know that…

The Social Security Lump-Sum Option Has a Big Gotcha
Social Security

The Social Security Lump-Sum Option Has a Big Gotcha

Martha Shedden, CRPC, RSSA | August 22, 2023

If you claim Social Security benefits after you reach full retirement age, you’ll be offered an up-front payout equal to…

9 Tricky Terms: Deciphering Social Security Language
Social Security

9 Tricky Terms: Deciphering Social Security Language

Laurence J. Kotlikoff, PhD | June 25, 2017

Part of what makes the Social Security system so tricky is the language used to explain it. Here’s how to understand Social Security language.