Tags » Social Security

Identity Theft and Your Taxes

Tax-related identity theft occurs when someone uses your stolen Social Security number to file a tax return claiming a fraudulent refund. It presents challenges to individuals, businesses, organizations and government agencies, including the IRS.  797 more words

Accountant

Tax Records: Which Ones to Toss and When

Now is a great time to clean out that growing mountain of financial papers and tax documents that clutter your home and office. Here’s what you need to keep and what you can throw out. 846 more words

Accountant

Thinking About Your Social Security Claiming Strategy? Us, Too!

As you transition into retirement, your focus shifts from saving to turning your savings into income. Income from Social Security will likely play a large part in your retirement income, but it’s undeniably a complex system with a lot of options to choose from—particularly when considering spousal benefits. 86 more words

Retirement

When it Comes to Claiming Social Security, It Can Pay to Delay

Last August, Social Security celebrated its 80th anniversary, and while its 81st anniversary this month may not seem like as significant a milestone, this year brought… 69 more words

Planning