On August 14, 1935 President Franklin Delano Roosevelt signed the Social Security Act into law, and thus created what is now considered by many as the foundation of retirement in America. The Social Security Act established a revolutionary new form…
Thanks to the Supreme Court’s recent decision striking down the Defense of Marriage Act in U.S. v. Windsor, same-sex married couples can now enjoy two of the cornerstones of retirement planning – Social Security and Medicare benefits. Now that same-sex…
Most people think of an income tax refund as a good thing. But if you are an individual who receives, and relies on, monthly Supplemental Security Insurance (SSI) payments, then receiving an income tax refund may cause some concern. Since…
One spouse wants to retire and the other wants to continue working. But before making this decision it is important to plan ahead to avoid a hidden trap as to Social Security Benefits. Let’s look at John and Mary’s situation. John, 64,…