Social Security and Medicare Benefit Milestones (infographic)

Social Security and Medicare are important pieces of the retirement planning puzzle for more Americans. But understanding how these systems work can be confusing. Check out WISER’s Social Security and Medicare Benefit Milestones to learn about key milestones for claiming …

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Social Security Spousal Benefits

Social Security is a vital source of retirement income for most women.  For this reason, it is important to understand how the spousal benefit works and how it can impact the amount of Social Security income you receive. As a …

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4 Social Security Mistakes to Avoid

Social Security is an important benefit, especially for women. According to the 19th Annual Transamerica Retirement Survey of American Workers, three in 10 women of expect Social Security to be their primary source of retirement income.  It is never too …

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Social Security Checklist

Have you earned a retirement benefit? When you work and pay Social Security taxes, you earn “credits” toward Social Security benefits. You need 40 credits (the equivalent of 10 years of work) to be eligible to receive Social Security benefits. …

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Social Security and Divorce: What You Need to Know

Although more and more women are in the workforce, many can receive a larger Social Security benefit based on their ex-spouse’s work record than they would on their own. The Social Security Administration will calculate each benefit for you, and …

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Changes to Social Security Claiming Strategies

The Bipartisan Budget Act of 2015 passed by Congress and signed into law by President Obama, included the elimination of two Social Security benefit claiming strategies- commonly known as “File and Suspend” and “Restricted Claims”.  The legislation also eliminates the …

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Government Pension Offset & Windfall Elimination Provision

Government Pension Offset and Windfall Elimination are two provisions that may affect your Social Security benefit if you receive a pension from a government job where you did not pay Social Security taxes. Government Pension Offset The Government Pension Offset …

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