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?
Spousal Benefits
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 |
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Investment Advisory Services offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. CreativeOne Wealth, LLC and Bowman Financial Strategies are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19770 - 2020/2/10