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.