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


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


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


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


Tax Tips for Students with a Summer Job

Is your child a student with a summer job? Here’s what you should know about the income your child earns over the summer. 395 more words


Tax Implications of Retiring Overseas

Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the answer. But first, it’s important to look at the tax implications because not all retirement country destinations are created equal. 1,163 more words