Posts Tagged ‘SocialSecurity’

When Is Social Security Income Taxable?

Wednesday, August 24th, 2016

Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certain yearly income thresholds in that year. Frustratingly for...

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The End of File & Suspend for Married Couples

Wednesday, November 18th, 2015

Congress just changed the Social Security benefit rules. On October 30, Capitol Hill lawmakers approved a two-year federal budget deal. As part of that agreement, they authorized the most significant change to Social Security policy seen in this century, disallowing two popular strategies people have used to try and...

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When Should We Begin Our Social Security Income?

Wednesday, August 27th, 2014

By Mark Jensen, Associate A question we hear quite often at WFG is “When should we begin our social security income?” This is certainly understandable because so many others struggle with this same issue. So in order to address this subject and help others, I decided to write this blog...

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Retirement Confidence Sank Even Lower

Thursday, January 23rd, 2014

By Colin Clark, Retirement Plan Specialist The Employee Benefit Research Institute’s (EBRI) 2013 Retirement Confidence Survey revealed that 28% of workers were “not at all confident” about having enough money for a comfortable retirement, an increase over 23% who were in this group in the 2012 survey. About 13%...

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How Do I Maximize Social Security Income for My Spouse?

Thursday, December 19th, 2013

By Mark Jensen, Associate We have numerous clients at Washington Financial Group come to us as they approach retirement because they are trying to understand how to maximize social security income for their spouses. This is certainly understandable because so many others struggle with this same issue. So in...

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