Social Security

Found 245 Articles.
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Everything You Didn’t Know About Social Security (Facts & Myths)

November 21, 2019

Almost everyone has a Social Security number and is eligible for Social Security benefits. Yet, survey after survey indicates people know little about the program and their benefits. Moreover, much of what people think they know is wrong. Let’s take a look at some key misunderstandings and oversights about the program. Understanding Benefit Statements The […]

“How to Triple Your Social Security Payout” Conference Call 09/19/19

September 19, 2019

Welcome to my subscriber conference call: How To Triple Your Social Security Payout. Click on my image below to listen to the conference call.  AGENDA: “Ask Bob Anything”: Live Q&A How to maximize your retirement planning and to triple your social security payout. Shocking insights from my recent interview with acclaimed retirement expert Dr. […]

“How to Triple Your Social Security Payout” Conference Call 09/19/19

September 19, 2019

Welcome to my subscriber conference call: How To Triple Your Social Security Payout. Click on my image below to listen to the conference call.  AGENDA: “Ask Bob Anything”: Live Q&A How to maximize your retirement planning and to triple your social security payout. Shocking insights from my recent interview with acclaimed retirement expert Dr. […]

This Valuable Social Security Strategy Isn’t Closed Down Yet

June 27, 2019

A few million people still are eligible to use a Social Security benefits strategy that’s so valuable Congress banned it. But time is running out for them. The strategy is known as filing a restricted claim for benefits. It is available to married couples and some divorced people. Normally, when you file to claim Social […]

Bob’s Journal for 5/16/2019

May 16, 2019

The latest annual report from the Trustees of Medicare and Social Security sparked a lot of discussion, but many of the conclusions people made are wrong. Every year, the trustees of Social Security issue a report to Congress and the public on the financial status of the program and its trust funds. You can find […]

how-to-prevent-identity-theft

How To Protect Your Social Security Benefits from Identity Theft

April 22, 2019

Identity theft continues to grow, and your Social Security benefits are a favorite target of the identity thieves. After the thieves obtain your Social Security number and other personal information, they apply for benefits in your name (if you aren’t already receiving benefits)… and then have the money deposited in their own accounts. If you’re […]

What You Need To Know About Taking Social Security Benefits

March 15, 2019

Confusion and misunderstandings abound in discussions about Social Security. A result is people leave tens of thousands of dollars of guaranteed lifetime income on the table. Perhaps the most misunderstood issue, based on emails I receive, is how working past age 62 affects benefit levels, especially working while receiving retirement benefits. There are several different […]

You Can Beat The Tax on Social Security Benefits

January 24, 2019

The federal tax rules for Social Security benefits haven’t changed in many years. They remain complicated and snare more retirees each year. A number of my readers are old enough to remember when Social Security retirement benefits were tax free on their federal income tax returns. That ended in the 1980s, and taxes on the […]

November 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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