General Information on Social Security Benefits
- Retirement Benefits – Online Summary
- Retirement Benefits – Summary Document
- Retirement Benefits – Snapshot Document
The Mathematics
- How You Earn Credits
- Understanding the Benefits
- How Your Retirement Benefit is Figured
- Social Security Benefit Amounts
- Full Retirement Age and Benefit Reductions By Birth Year
- Maximum Taxable Earnings
- How to Correct Your Social Security Earnings Record
Calculating Your Benefits
- Get Your Statement of Projected Benefits
- Benefit Calculators
- Retirement Estimator
- How to Use the Retirement Estimator
- Full Retirement Age Calculator Based on Birth Year
- Early or Late Retirement Calculator
- Retirement Earnings Test Calculator
- Windfall Elimination Provision Online Calculator
When to Claim Benefits
- When to Start Receiving Retirement Benefits
- Delayed Retirement Credits
- Other Things to Consider
- The Social Security Claiming Guide
- Center for Retirement Research: Trends in Social Security Claiming
Working and Social Security Benefits
Coordinating Spousal Benefits
- Benefits for Your Spouse
- Benefits for Your Divorced Spouse
- Husbands Should Consider Delaying Social Security Benefits_Sandra Block USA Today
- Strange But True: Claim Social Security Now, Claim More Later_Center for Retirement Research at Boston College
- Social Security Loopholes Closing_Elaine Floyd Savvy Social Security
Survivor Benefits
Dependents Benefits
Cost-of-Living Adjustments (COLAs)
- COLA Overview
- Latest COLA
- Application of COLA to a Retirement Benefit
- COLA Estimates by Social Security Trustees
- Historical COLAs
- CPI for Urban Wage Earners and Clerical Workers (CPI-W)
- General Inflation Information
- City Cost of Living Calculator
- Automatic Determinations in Recent Years
Taxation of Benefits
- Social Security and Equivalent Railroad Retirement Benefits
- Tax Guide for Seniors
- History of Taxing Benefits
- Federal-State Reference Guide
Women and Social Security
- What Every Woman Should Know
- Women and Social Security
- Social Security: Why Boomers Need More_Heidi Hartmann
How to Apply for Benefits
- Apply Online for Social Security Benefits
- Social Security Forms
- What You Need to Know When You Get Retirement or Survivor’s Benefits
- A Guide for Representative Payees
- Overpayments
- What You Can Do Online
Special Situations
- If You Are Self-Employed
- How State And Local Government Employees Are Covered By Social Security And Medicare
- If You Work For A Nonprofit Organization
- Windfall Elimination Provision
- Government Pension Offset
- How International Agreements Can Help You
- Military Service And Social Security
- Special Payments After Retirement
- Your Payments While You Are Outside the US
- Social Security International Programs; International Programs and Resources
Trust Fund Financing and Reform Proposals
- Status of the Social Security and Medicare Programs: A Summary of the latest Annual Reports
- Recent Trustees Reports
- Social Security Trust Fund Data
- Trust Fund FAQs
- Provisions that Could Change the Social Security Program
- Updated Long-Term Projections for Social Security, Congressional Budget Office
- Understanding COVID-19 Impact
Selected POMS References
- Social Security Program Rules
- POMS Table of Contents
- Retirement and Survivors Insurance
- Scope of the Application
- Conditions for Voluntary Suspension
- Delayed Retirement Credits (DRC)
- Spouse
- Reduced Spouse’s Benefits
- Estimating Reduced Spouse Benefits
- Entitled to Reduced Spouse’s Benefit for Months Simultaneous With or After Entitlement to Reduced RIB (A then B or B with A)
- Divorced Spouse
- Determining Validity of a Divorce
- Surviving Divorced Mother/Father
- Worksheet for Computation of WIB after 12/72
- Use of the DRC in Computing Widow(er)’s Benefits
- Widow(er)’s Benefits – Payment and Termination
- How Remarriage Affects Widow(er)’s Benefits
- Adjusting Benefits for the Family Maximum (FMAX)
- Child’s Benefits for Entitlement and Non-Entitlement Provisions
- Stepchild Relationship Requirements
- Entitlement Requirements – Benefits Based on E/R of Grandparent
- The Earnings Test (ET)
- Special Wage Payment (SWP)
- Calculating Excess Earnings
- Summary of How Major Types of Remuneration Are Treated
- Government Pension Offset – Table of Contents
- General Rules for Government Pension Offset (GPO)
- Determining a Pension Amount (GPO)
Other Reference
- Social Security Program Fact Sheet
- Fast Facts and Figures About Social Security
- SSA Release on the Closure of the Social Security “Interest-Free Loan” Loophole
- “If You’re Disabled… How to Get the Social Security Benefits You Deserve”
- Social Security News
- Center for Retirement Research: Squared Away Blog
- Center for Retirement Research: Special Projects
- Annual Retirement Confidence Survey – EBRI
- “Behavioral and Psychological Aspects of the Retirement Decision.” Office of Retirement and Disability Policy.
- “6 Tricks to Make the Best Retirement Decisions,” by Robert Powell, MarketWatch. June 2014.
Other Reference
- Social Security Program Fact Sheet
- Fast Facts and Figures About Social Security
- SSA Release on the Closure of the Social Security “Interest-Free Loan” Loophole
- “If You’re Disabled… How to Get the Social Security Benefits You Deserve”
- Social Security News
- Center for Retirement Research: Squared Away Blog
- Center for Retirement Research: Special Projects
- Annual Retirement Confidence Survey – EBRI
- “Behavioral and Psychological Aspects of the Retirement Decision.” Office of Retirement and Disability Policy.
- “6 Tricks to Make the Best Retirement Decisions,” by Robert Powell, MarketWatch. June 2014.
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