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How an annuity can impact your Social Security benefits
Pairing an annuity and Social Security can have a big, and perhaps surprising, impact on your retirement plan.
Navigating Social Security: How Working Post-Retirement Affects Your Benefits
You’re not prohibited from working if you collect Social Security retirement benefits, but these rules can apply depending on your age.
Social Security sends millions of Americans a misleading and ‘blatantly political’ message
The Social Security Administration lied about the GOP budget bill in a message to beneficiaries. Can we trust anything it tells us in the future?
Here’s what the megabill means for retirees’ taxes, according to a financial adviser
Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients’ tax obligations after the Republican megabill was signed. The professional software he uses to run planning scenarios updated with the tax-related changes coming for 2025, and he was able to model what would be different for his clients.
Social Security Administration takes a step too far with deceptive email on megabill
When Americans can no longer trust the information it receives from the Social Security Administration, there's a problem.
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