E.g., 06/02/2020
E.g., 06/02/2020
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With the continued spread of COVID-19, there could be an increased risk of fraud attempts and cyber security threats across all industries worldwide. Cybercriminals are preying on individuals’ fears and emotions as well as our natural inclination to help – and always looking for opportunities to exploit highly visible events and uncertain times to take advantage of increased stress levels, anxiety and urgency.
When we think about when to file for Social Security, age 68 doesn't often come to mind. After all, it's not a particularly notable age on the spectrum of when to claim benefits.
After a lifetime of hard work, you’ve earned your retirement—and all the benefits that come with it, including Social Security. But if you’re retiring before your full retirement age and have other sources of retirement income, you may want to put off applying for your Social Security benefits. Here’s why.
Nobody likes to pay taxes, but it's especially hard for older Americans to deal with an unexpected tax bill. Given how many people live primarily on fixed incomes from Social Security and other sources, many don't have much extra cash to pay any more than absolutely necessary to the IRS.
  | Retirement

8 changes to Social Security in 2018

For 2018, the basic structure of Social Security is the same in terms of how workers are taxed and how benefits are calculated and paid.
  | Retirement

The SECURE Act Key Changes and FAQs

These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation from the IRS and other agencies. As with all financial matters, you should contact tax and financial professionals as it relates to your own personal circumstances.

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