Social Security Advisory Service
Retirement Planning: Be Aware of How Benefits Are Taxed
It often comes as a surprise to the newly retired to find out that a significant portion of their Social Security benefits are subject to federal income tax. And if their cash flow planning has not taken that into account,…
Social Security: If this is your year to claim, read this!
There are some very basic–and very important–fundamentals anyone on the cusp of claiming their Social Security benefits should know. For example, where you stand chronologically compared to your full retirement age is a key to what your monthly benefit payment…
Social Security Filing Strategies…The Importance of Fully Understanding the Rules
Let’s start with an understatement…Social Security is complex. The issues of when to file, and how to file, for benefits are something we deal with repeatedly in the AMAC Foundation Social Security Advisory Service. Many folks come to us with…
AMAC Foundation’s Social Security Advisory Service Remains Open!
Recognizing the critical nature of what we do and its importance to those we serve, we’ve taken steps at the AMAC Foundation to maintain the continuity of our Social Security Advisory Service during the pandemic disruption sweeping the country. By re-deploying our…
Making Informed Social Security Decisions is Critical!
Through the years, we’ve often heard that when you move into a new neighborhood, you immediately acquire two resident experts…the neighbor on your left and the neighbor on your right. While that’s OK for many things, it is not OK when…