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…

How to Maximize Your Social Security Benefits Without Breaking the Rules
Social Security

How to Maximize Your Social Security Benefits Without Breaking the Rules

Laurence J. Kotlikoff, PhD | February 19, 2019

Our Social Security expert answers some of the trickiest questions posed by real benefits recipients.

How to Get Social Security and Medicare When Living Abroad
Social Security

How to Get Social Security and Medicare When Living Abroad

William Meyer | May 2, 2018

When you live outside the US, some of the rules for Social Security and Medicare are the same and some are different. How to get the most benefits.

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.

If You’re Disabled…How to Get the Social Security Benefits You Deserve
Social Security

If You’re Disabled…How to Get the Social Security Benefits You Deserve

Ronald A. Marks | October 17, 2013

Applications for Social Security disability benefits have surged to all-time highs in recent years, driven in part by an increase…