24/7 Wall St. on MSN

Laid off at 64, he thought he had filed for early retirement. He hadn’t, and the distinction is worth thousands.

Quick ReadA layoff never forces Social Security filing. Claiming at 62 instead of 67 permanently cuts monthly benefits by ...
24/7 Wall St. on MSN

A retired teacher and firefighter earn $140,000 in combined pensions. It put both of them in an IRMAA tier.

Quick ReadIRMAA treats pension dollars like any other income, and $140,000 in combined pensions plus restored Social Security ...

The Social Security Fairness Act Sent 3 Million Public Retirees a Lump-Sum Check. A Little-Known IRS Election Spreads the Tax Back Over the Years It Was Actually Owed

Millions of public retirees got a Fairness Act back payment in 2025, and for many of them it quietly pushed their tax bill ...
FEDweek

With GPO and WEP Gone, Report Assesses Impact of Repealing Social Security Reductions

The government pension offset and windfall elimination provision reductions of Social Security benefits remain under debate, now a year after the SSA ...
24/7 Wall St.

She Rolled a $260,000 403(b) Into an Annuity at 66. The $1,520 Check Went on Top of Her Pension, and Two Years Later Both Showed Up on Her Medicare Bill

A $1,520 monthly annuity check looked like a clean win layered on top of a pension, but a two-year clock was already running ...

How is Social Security calculated? The 35-year rule & beyond

Key takeaways Social Security retirement benefits are calculated using a worker’s 35 highest-earning years. The Social ...