Newly updated for 2020: 

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 2020 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