Social Security Claiming Strategies and Tax Issues
Comments: 20
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30 Aug, '18
Lynn Lawrance MergedShow the effect of working PT/ FT on Social Security Benefits. Also the effects of account structure IRA, Roth IRA, Mutual Funds, Taxable bonds and Muni Bonds on tax rates when receiving Social Security.
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28 Sep, '18
John MergedSocial Security Spousal Benefits (including "Restricted application for spousal benefits")
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16 Apr, '19
Ben Prescott MergedWhat may be the best-claiming strategy based on age, marital status, earnings history, early claiming, deferred claiming, restricted claiming, concerns of married 10 years now divorced and still single issues
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08 Jul, '19
Jeffrey S Milne MergedI would like to see something with respect to the portion of one's SS benefit subject to taxation due to their provisional income.
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22 Jul, '19
William MergedThis is possible, however it has some intricate details involved in order to do so.
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14 Nov, '19
Mike Admin Merged"How much is Social Security going to be taxed" (suggested by Richard K Oring on 2018-11-30), including upvotes (1) and comments (0), was merged into this suggestion.
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12 May, '21
Mike Admin"Social Security - Restricted Application Benefits for Survivors" (suggested by D. Ott on 2019-05-15), including upvotes (3) and comments (0), was merged into this suggestion.
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12 May, '21
Mike Admin"SSI Claiming strategies" (suggested by Ben Prescott on 2019-04-16), including upvotes (2) and comments (0), was merged into this suggestion.
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12 May, '21
Mike Admin"Social Security" (suggested by John on 2018-09-28), including upvotes (2) and comments (0), was merged into this suggestion.
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12 May, '21
Mike Admin"Can I re-claim my Social Security benefit at a later age to recieve a larger benefit?" (suggested by William on 2019-07-22), including upvotes (1) and comments (0), was merged into this suggestion.
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12 May, '21
Mike Admin Merged"Taxation of Social Security Benefits" (suggested by Lynn Lawrance on 2018-08-30), including upvotes (34) and comments (2), was merged into this suggestion.
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12 May, '21
Mike Admin Merged"What portion of my social security benefits will be taxed?" (suggested by Russ Ford on 2018-12-07), including upvotes (4) and comments (0), was merged into this suggestion.
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17 May, '22
Alejandro Ruiz MergedRules for calculating portion of social security to be taxed. A flowchart or interactive map that allows one to decipher his/her taxable social security
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10 Jun, '22
ChrisGranger Admin"How to file for social security" (suggested by Dawn McAllen on 2021-11-23), including upvotes (1) and comments (0), was merged into this suggestion. Original language from merged suggestion: "Timing of application (3 months before first payment, etc...), steps to take to complete filing, asking for tax withholding, etc..."
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10 Jun, '22
ChrisGranger Admin"Flowchart on when to begin Social Security" (suggested by Douglas Clelan on 2021-11-19), including upvotes (3) and comments (0), was merged into this suggestion.
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10 Jun, '22
ChrisGranger Admin"Social Security summary" (suggested by Caedmon Bear on 2021-12-11), including upvotes (1) and comments (0), was merged into this suggestion. Original language from merged suggestion: "This would be similar to your important numbers document but focus on SS.
It would include info like the 40 credits you need, the fact that highest 35 years are taken into account, how benefits are calculated, etc." -
15 Jun, '22
ChrisGranger Admin"Social Security Taxation Issues" (suggested by Mike on 2021-05-12), including upvotes (45) and comments (5), was merged into this suggestion.
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20 Jun, '22
ChrisGranger Admin"Is my Social Security taxable" (suggested by Bradley on 2022-06-16), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Breaking down whether someone is working and claims prior to FRA ($1 for every $2 earned or $1 for every $3 earned year of FRA) and then moving to what their income is once they file (85/50/0% rule)
https://www.ssa.gov/benefits/retirement/planner/whileworking.html
https://www.ssa.gov/benefits/retirement/planner/taxes.html " -
23 Jun, '22
ChrisGranger Admin"Flowchart for Windfall Elimination for SS benefits" (suggested by Mary Shaltis on 2022-04-25), including upvotes (1) and comments (0), was merged into this suggestion.