Bowman Financial Strategies

Social Security in Focus.

Understand Social Security & how your decisions could impact the benefit you'll receive.

Social Security is one of the most important decision you can make in retirement.

For a married couple it could be worth over $1,000,000! How can this page help you?

1.

Understand the basic Social Security rules that impact your filing decsions.

2.

Provide accurate Social Security resources so you can make more informed decisions.

3.

Be a part of community that helps others make informed Social Security decisions.

Browse By Topic:

Taxes and Social Security

Working & Taking Social Security?

Maximizing Your Social Security Benefits

Why Taking a Spousal Benefit Could Actually Have a Detrimental Impact to Your Lifelong Social Security Income

Windfall Elimination Provision and Government Pension Offset

Resources:

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Social Security Resources from SSA.GOV

Publication Description Link
SSA 2023 update Latest updates from the SS administration www.ssa.gov/pubs/EN-05-10003.pdf
SSA How work affects benefits Impact to benefits if you work and take SS benefits at the same time www.ssa.gov/pubs/EN-05-10069.pdf
SSA How to Apply for Medicare Part B Learn the rules about the Medicare Part B Special Enrollment Period, how to apply and what happens if you don’t enroll in one. www.ssa.gov/pubs/EN-05-10012.pdf
SSA General overview and Medicare Learn about Medicare hospital and medical insurance, who is covered, and how to apply. www.ssa.gov/pubs/EN-05-10043.pdf
SSA and self employed How self-empoyment income impacts your SS benefits www.ssa.gov/pubs/EN-05-10022.pdf
SSA 2024 calendar of SS benefits An actual calendar of SS payments for 2024 www.ssa.gov/pubs/EN-05-10031-2024.pdf
SSA WEP Windfall Elimination Provision rules for Non-Covered Pensions www.ssa.gov/pubs/EN-05-10045.pdf
SSA How your benefits are figured 1957 they have for different years before 1957 www.ssa.gov/pubs/EN-05-10070.pdf
SSA Survivor benefits Learn how SS survifor benefits work www.ssa.gov/pubs/EN-05-10077.pdf
SSA Working While Disabled: How We Can Help Learn about incentives for working while still receiving disability benefits www.ssa.gov/pubs/EN-05-10095.pdf
SSA SSDI redbook A Guide To Work Incentives and Employment Supports for People Who Have a Disability www.ssa.gov/pubs/EN-64-030.pdf
SSA Appeal a claim What if your benefit calculatiosn are incorrect, how to appeal www.ssa.gov/pubs/EN-05-10058.pdf
SSA GPO Government Pension Offset for Non-covered pensions www.ssa.gov/pubs/EN-05-10007.pdf
SSA Applying for benefits How to apply online for Retirement, Spouses, or Medicare Benefits www.ssa.gov/pubs/EN-05-10523.pdf
SSA Benefits for children SS for children of deceased, disabled or retired parents www.ssa.gov/pubs/EN-05-10085.pdf
SSA If you overpaid How to payback benefits and why www.ssa.gov/pubs/EN-05-10098.pdf