Currently, people who were born in 1960 or later qualify for full retirement benefits when they turn 67. Still, some people choose to receive Social Security payments starting at age 62, during the first year of eligibility. Starting earlier, however, ...
doi:urn:uuid:9b3ac9c1cd370410VgnVCM100000d7c1a8c0RCRDSocial Security has just begun accepting applications from same-sex couples who wish to receive retirement benefits based upon the work history of their spouse. And it's all about timing to maximize benefits. Gail BucknerFox Business...
作者: G Buckner 摘要: The general rule that applies to anyone filing for benefits is that there is no retroactivity if an individual files for Social Security before reaching 'full retirement age.' DOI: urn:uuid:86e1012e07c1a310VgnVCM100000d7c1a8c0RCRD 年份: 2012 收藏...
The fine print: Applicants can apply for benefits online between midnight on Sunday through 6 p.m. on Friday. What you’ll need: Be sure to have the following on hand before you start your application: Social Security Number AZ driver’s license or AZ state-issued ID Your mailing address...
"Under the current rules, once you reach your full retirement age, you are able to file for your Social Security benefits, but request that such benefit notactuallybe paid," said Jeffrey Levine, a certified public accountant and IRA technical consultant atEd Slott & Company. "By doing so, ...
Self-employed individuals have to pay Social Security and Medicare taxes through their individual income tax returns. By filing a return and paying the associated taxes, you report your income so that you may qualify for Social Security retirement and disability benefits and Medicare benefits when yo...
If you’ve exhausted your options and still don’t qualify for benefits, then here are some other ways to get financial assistance: SBA disaster relief loans Business insurance policies State disaster relief FEMA disaster relief Borrowing against your retirement accounts (many companies are now waivin...
Form SSA-1099 (Social Security benefits) Form RRB-1099 (Railroad retirement benefits) Schedule K-1(income from partnerships, S corporations, estates, or trusts) Expense related documents Form 1097-BTC (bond tax credit) Form 1098 (mortgage interest) ...
The article discusses the benefits of the Social Security file-and-suspend strategy to married clients and the opportunity it brings for singles. The author provides an overview about the basic concept and the primary purpose of file-and-suspend strategy. Also offered are examples that support the...
File and suspend was a Social Security claiming strategy that allowed couples of retirement age to receive spousal benefits while delaying retirement credits.