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A Perspective on Taxation of Social Security
“How can I avoid having my Social Security benefits taxed?” That is a question we are regularly asked here at the AMAC Foundation’s Social Security Advisory Service. And the unfortunate answer for many who ask is that “you cannot!” As the old…
Social Security Legends, Lies, and Misunderstandings
It never ceases to amaze me how some legends and myths grow over time, to the point that they are viewed as true, regardless of how inaccurate they might be. “Repetition does not transform a lie into a truth”[1] The…
Demystifying Social Security for Couples
For a couple, developing a Social Security (SS) claiming strategy can be challenging because there are several key factors which, together, influence the best claiming option for each partner. Those key factors are: ● Personal benefit disparity (difference between each…
Bad News for Social Security Beneficiaries?
This article, though somewhat pessimistic, suggests that Social Security is on a collision course with insolvency in the very near future. And if you regularly read articles published on this website, you are already aware of that dilemma – the…
Demystifying When to Claim Social Security Retirement Benefits
Claiming Window is 8 Years Long Perched high on our list of Frequently Asked Questions is this: “When should I claim my Social Security retirement benefits?” That’s not surprising, since there is an 8 year window, starting at age 62…
Social Security is Going to A National System
The Social Security Administration (SSA) is moving away from its usual local handling of cases to a national workload system. This will allow claims and service requests to be handled by any field office nationwide. SSA is attempting to do…
Social Security is Going National March 7th
On March 7th, 2026, Social Security will introduce a National Appointment Scheduling Calendar (NASC) and National Workload Management (NWLM) platform. Even though Social Security is a federal program, its customer service has been more locally based. With the change, instead…
Social Security and OIG Partner for the Seventh Annual National Slam the Scam Day
Baltimore, MD – The Social Security Administration (SSA) and its Office of the Inspector General (OIG) are partnering to fight back against Social Security imposter scams for the seventh annual “Slam the Scam” Day on March 5, 2026. The annual event,…
IRS National Consumer Protection Week
According to the Internal Revenue Service (IRS) Criminal Investigation branch, the agency identified over $4.5 billion in tax-related fraud in fiscal year 2025. A lot of personal information is exchanged during tax season, making it a “gold mine” for hackers.…
The Saver’s Match Begins in 2027
The Saver’s Match was introduced in the Secure Act 2.0 of 2022. Starting in 2027, it will replace the Saver’s Credit, a non-refundable tax credit that reduces the amount of taxes owed. The Saver’s Match provides a direct federal matching…