Social Security For Dummies

For the newest edition, laws, dates and resources will be updated, new policies will be discussed, in relation to social security. Since its inception in 1937, workers across the United States have set aside a portion of their wages to fund the Social Security Administration. For many, Social Security forms the foundation for their retirement funds, yet few fully understand the purpose and impact of this important U.S. Institution. Social Security For Dummies provides readers with the information they need to take charge and successfully navigate the U.S. Social Security Administration.

Vital updates include:

  • Review against Social Security’s website, which has changed a lot.
  • Significant rule change involving spousal filing.
  • Update discussion to marital filing strategies (as well as other references to this in the book) due to new restrictions on file and suspend.
  • A fresh look at available Social Security calculators
  • How Social Security benefits are funded and distributed
  • Social Security options: Retirement, Survivor, and Disability and how to qualify
  • Deciding when to begin accepting Social Security benefits
  • Signing up, receiving checks, and understanding statements
  • Challenges and considerations for special circumstances (i.e. divorce or death of beneficiary)
  • Pointers for determining who to call for help, minimizing frustration, and getting the results
"1108797453"
Social Security For Dummies

For the newest edition, laws, dates and resources will be updated, new policies will be discussed, in relation to social security. Since its inception in 1937, workers across the United States have set aside a portion of their wages to fund the Social Security Administration. For many, Social Security forms the foundation for their retirement funds, yet few fully understand the purpose and impact of this important U.S. Institution. Social Security For Dummies provides readers with the information they need to take charge and successfully navigate the U.S. Social Security Administration.

Vital updates include:

  • Review against Social Security’s website, which has changed a lot.
  • Significant rule change involving spousal filing.
  • Update discussion to marital filing strategies (as well as other references to this in the book) due to new restrictions on file and suspend.
  • A fresh look at available Social Security calculators
  • How Social Security benefits are funded and distributed
  • Social Security options: Retirement, Survivor, and Disability and how to qualify
  • Deciding when to begin accepting Social Security benefits
  • Signing up, receiving checks, and understanding statements
  • Challenges and considerations for special circumstances (i.e. divorce or death of beneficiary)
  • Pointers for determining who to call for help, minimizing frustration, and getting the results
20.49 In Stock
Social Security For Dummies

Social Security For Dummies

by Jonathan Peterson
Social Security For Dummies

Social Security For Dummies

by Jonathan Peterson

Paperback

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Overview

For the newest edition, laws, dates and resources will be updated, new policies will be discussed, in relation to social security. Since its inception in 1937, workers across the United States have set aside a portion of their wages to fund the Social Security Administration. For many, Social Security forms the foundation for their retirement funds, yet few fully understand the purpose and impact of this important U.S. Institution. Social Security For Dummies provides readers with the information they need to take charge and successfully navigate the U.S. Social Security Administration.

Vital updates include:

  • Review against Social Security’s website, which has changed a lot.
  • Significant rule change involving spousal filing.
  • Update discussion to marital filing strategies (as well as other references to this in the book) due to new restrictions on file and suspend.
  • A fresh look at available Social Security calculators
  • How Social Security benefits are funded and distributed
  • Social Security options: Retirement, Survivor, and Disability and how to qualify
  • Deciding when to begin accepting Social Security benefits
  • Signing up, receiving checks, and understanding statements
  • Challenges and considerations for special circumstances (i.e. divorce or death of beneficiary)
  • Pointers for determining who to call for help, minimizing frustration, and getting the results

Product Details

ISBN-13: 9781119375739
Publisher: Wiley
Publication date: 10/16/2017
Pages: 336
Sales rank: 1,114,826
Product dimensions: 7.20(w) x 9.20(h) x 0.80(d)

About the Author

Jonathan Peterson is a former executive communications director at AARP and an award-winning journalist. His interest in Social Security began when he covered the political debate that led to major reforms in 1983. He is a former economics and politics correspondent for the Los Angeles Times.

Table of Contents

Introduction 1

Part 1: Getting Started with Social Security 5

Chapter 1: What Social Security Is and Why You Need It 7

Chapter 2: A Breakdown of Benefits 19

Chapter 3: Deciding When to Start Collecting Retirement Benefits 39

Chapter 4: Protecting Your Number and Securing Your Card 57

Part 2: Taking the Plunge: Filing for Social Security 73

Chapter 5: Signing Up for Benefits 75

Chapter 6: Determining How Much You’ve Earned 89

Chapter 7: Navigating the System 99

Chapter 8: When You and Social Security Disagree: The Appeals Process 123

Part 3: Who Benefits and When 141

Chapter 9: Spousal Benefits: Watching Out for Each Other 143

Chapter 10: Family Benefits: Who Gets What 157

Chapter 11: When You Can’t Work: Social Security Disability Benefits 173

Part 4: Social Security and Your Future 197

Chapter 12: Enrolling in Medicare 199

Chapter 13: Working in “Retirement” 221

Chapter 14: Shaping a Financial Future You Can Live With 241

Part 5: The Part of Tens 253

Chapter 15: Ten Myths about Social Security 255

Chapter 16: Ten Reasons Young People Should Care about Social Security 265

Chapter 17: Ten Choices Facing the Country about the Future of Social Security 273

Part 6: Appendixes 281

Appendix A: Glossary 283

Appendix B: Resources 291

Appendix C: Strengthening Social Security 297

Index 301

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