Updated for 2024:

Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2024 and beyond.

This guide will explain…

  1. History of Social Security
    • Recent Changes
  2. How Social Security Works
    • Who is Eligible
    • How Benefits Are Calculated
  3. Individual Benefits
    • When to Collect Your Benefits
    • Collecting Early vs. Late
    • Working & Collecting Benefits
  4. Social Security Rules
    • Spousal Benefits
    • Survivor Benefits
    • Divorced Benefits
  5. Social Security & Taxes
  6. Case Study: Advanced Filing Strategies

To estimate or manage your Social Security benefits, visit SSA.gov. The Social Security Administration phone number is 1 (800) 772-1213.

Joe Anderson, Alan Clopine and Pure Financial are not affiliated with or endorsed by the Social Security Administration or any other government agency. Intended for educational purposes only. Not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.