Social Security as Taxable Income

October 11, 2021

Presented By Tom Kennedy, CFP®: There are many misconceptions about taxes and social security benefits. A common one concerns how much of the benefit will be lost to taxes. Generally, social security benefits are taxable only if you Read More...
Social Security Benefits for Divorced Couples depicts elderly people sitting on coin stacks.

July 26, 2021

If you are divorced, you may be eligible to claim a “spousal” social security benefit based on your former spouse’s earnings record, providing Read More...
Social Security and Government Pensions: The Windfall Elimination Provision Depicts Elderly Man Walking on Beach

July 19, 2021

Presented by Kevin M. Curley, II, CFP®: If you receive a pension from a job not covered by social security and you are eligible for social security Read More...
Unsure When to Claim Social Security? Timing Has Its Benefits

July 5, 2021

Presented by Gerard Longo, AIFA®: For many Americans, social security benefits make up a significant portion of retirement income. When it comes to Read More...
Frequently Asked Questions About Social Security Retirement Benefits shows couple rest at tropical resort

April 20, 2021

Presented by Dean Elliott: The following information addresses common concerns about collecting social security retirement benefits, including the Read More...
Insider’s Guide to Social Security

March 2, 2020

By Tom Kennedy, CFP® According to Bankrate, there are at least 567 different ways for couples to take Social Security distributions. In fact, Read More...