Each year, the Social Security Administration (SSA) announces changes to retiree benefits in the month of October, which will apply to the following year. One of these changes, which is required by law, includes the Cost-of-Living Adjustment (COLA). As we wait for the SSA announcement, it is also … [Read more...] about Social Security Benefits Part II: Working & Receiving Social Security Benefits in 2023
Social Security
Social Security Benefits Part I: Changing Course on Collecting Social Security Payments
It is common for individuals to have a change of heart regarding decisions made when transitioning to retirement. It might be the fact that you are not ready for early retirement, you were overconfident that you could retire, you desire to reenter the workforce, or you prefer to delay receiving … [Read more...] about Social Security Benefits Part I: Changing Course on Collecting Social Security Payments
How to Obtain Your 2022 SSA-1099
To assist in gathering your 2022 tax documents, here is a reminder of where to obtain a copy of your information return related to your Social Security Benefits. If you are a nonresident alien and you received or repaid Social Security Benefits, you will receive Form SSA-1042S. All others receiving … [Read more...] about How to Obtain Your 2022 SSA-1099