Late to the Game

I’m a bit late to the game and didn’t know about it until a client told me but I figure there may still be a few of you who have yet to hear; so . . .

As of last week, your clients can go to http://www.socialsecurity.gov/mystatement/ and get:

  • Estimates of the retirement and disability benefits they may receive;
  • Estimates of benefits their family may get when they receive Social Security or die;
  • A list of their lifetime earnings according to Social Security’s records;
  • The estimated Social Security and Medicare taxes they’ve paid;
  • Information about qualifying and signing up for Medicare;
  • Things to consider for those age 55 and older who are thinking of retiring;
  • General information about Social Security for everyone;
  • The opportunity to apply online for retirement and disability benefits; and
  • A printable version of their Social Security Statement.
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