Category Archives: Social Security

Taxpayers Should Be on the Lookout for New Versions of These Two Scams

The following article was published by the IRS. With scam artists hard at work all year, taxpayers should be on the lookout for a surge of evolving phishing emails and telephone scams. Taxpayers should watch for new versions of two … Continue reading

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Here’s How a Name Change Affects a Tax Return

The following article was published by the IRS. When someone legally changes their name, there are tax consequences they need to know about, especially at tax time. People change their names for several reasons: Taking their spouse’s last name after … Continue reading

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Retirees Can Visit IRS.gov for Helpful Tools and Resources

The following article was published by the IRS. Retirement can affect someone’s tax situation. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for information that can help them prepare for filing their … Continue reading

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Getting Married?

Marriage is considered a major life-changing event, but it also changes how you file your taxes. If you are married by December 31st in any given year, that is your marital status for the entire year, according to the IRS. This … Continue reading

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Maximizing Your Social Security Benefits

We all want to maximize our retirement savings, and one way to do it is through retirement contributions. But what about Social Security? Do we have any direct impact on what our benefit amount will be when it comes time to … Continue reading

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Avoid the Rush: Be Prepared to Validate Identity if Calling the IRS

The following article was published by the IRS. The Internal Revenue Service said mid-February marks the agency’s busiest time of the year for telephone calls. The IRS is reminding taxpayers who have questions about their tax accounts to be prepared … Continue reading

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Make Money Last: Rightsizing for Retirement

One of the most important questions to ask before you retire is what your future income will be. Take into consideration any Social Security, pensions, annuities, or savings withdrawals. This realistic number is what you need to start with to determine … Continue reading

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