Here we provide you with a curated list of public resources which are educational in nature and meant to help you find the information you are looking for regarding Social Security Benefits.
General information on Social Security retirement benefits
- Social Security Retirement Benefits
- SSA Publication No. 05-10035
- A “Snapshot.” SSA Publication No. 05-10006
- Social Security Retirement Planner
- Learn About Social Insurance
How benefits are calculated
- How You Earn Credits. SSA Publication No. 05-10072
- Understanding the Benefits. SSA Publication No. 05-10024
- Your Retirement Benefit: How It Is Figured. SSA Publication No. 05-10070
- Social Security Benefit Amounts
- Full retirement age and benefit reductions by year of birth
- Maximum taxable earnings, 1937-present
- How To Correct Your Social Security Earnings Record. SSA Publication No. 05-10081
Benefit calculators
- My Social Security: Create an Account
- SSA benefit calculators
- Retirement Estimator
- How to Use the Online Retirement Estimator. SSA Publication No. 05-10511
- Full retirement age calculator based on year of birth
- Early or late retirement calculator
- Retirement earnings test calculator
- Windfall Elimination Provision online calculator
When to claim benefits
- When To Start Receiving Retirement Benefits. SSA Publication No. 05-10147
- Delayed retirement credits
- Other things to consider
- The Social Security Claiming Guide
Working and Social Security benefits
Coordinating spousal benefits
- Benefits for your spouse
- Benefits for your divorced spouse
- “Husbands Should Consider Delaying Social Security Benefits” by Sandra Block, USA Today
Survivor benefits
- Survivors Benefits. SSA Publication No. 05-10084
- How Social Security Can Help You When A Family Member Dies. SSA Publication No. 05-10008.
Dependents benefits
- Benefits For Children. SSA Publication No. 05-10085
- Benefits For Children With Disabilities. SSA Publication No. 05-10026
Cost-of-living adjustments (COLAs)
- Overview of COLAs
- Latest COLA
- Application of COLA to a Retirement Benefit
- COLA estimates by Social Security trustees
- Historical COLAs going back to 1975
- CPI for Urban Wage Earners and Clerical Workers (CPI-W) going back to 1974
- Automatic Determinations in Recent Years
Taxation of benefits
- IRS Publication 915, “Social Security and Equivalent Railroad Retirement Benefits.”
- IRS Publication 554, “Tax Guide for Seniors.”
- IRS Publication 963, “Federal-State Reference Guide”
Women and Social Security
How to apply for benefits
- Apply Online For Social Security Benefits, SSA Publication No. 05-10032
- Social Security Forms
- What You Need To Know When You Get Retirement Or Survivors Benefits. SSA Publication No. 05-10077
- A Guide For Representative Payees. SSA Publication No. 05-10076
- SSA Publication No. 05-10098
- What You Can Do Online. SSA Publication No. 05-10121
Special situations
- If You Are Self-Employed. SSA Publication No. 05-10022
- How State And Local Government Employees Are Covered By Social Security And Medicare. SSA Publication No. 05-10051
- If You Work For A Nonprofit Organization. SSA Publication No. 05-10027
- Windfall Elimination Provision. SSA Publication No. 05-10045
- Government Pension Offset. SSA Publication No. 05-10007
- How International Agreements Can Help You. SSA Publication No. 05-10180
- Military Service And Social Security SSA Publication No. 05-10017
- Special Payments After Retirement. SSA Publication No. 05-10063
- Your Payments While You Are Outside the United States. SSA Publication No. 05-10137
- Social Security International Programs: International Programs and Resources
Trust fund financing and reform proposals
- Status of the Social Security and Medicare Programs: A Summary of the latest Annual Reports
- Recent Trustees Reports
- Social Security Trust Fund Data
- Trust Fund FAQs
- Provisions that Could Change the Social Security Program
- Updated Long-Term Projections for Social Security, Congressional Budget Office
Other reference
- Social Security Program Fact Sheet
- Fast Facts and Figures About Social Security
- Social Security: An Essential Asset and Insurance Protection for All.” National Academy of Social Insurance
- SSA Release on the Closure of the Social Security “Interest-Free Loan” Loophole
- 2018 Retirement Confidence Survey - EBRI
- “Behavioral and Psychological Aspects of the Retirement Decision.” Office of Retirement and Disability Policy.
Medicare
- SSA Publication No. 05-10043
- Medicare Resources
- gov - Eligibility & Premium Calculator
- Trustees Reports - Medicare
The information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site and we make no representations as to the completeness or accuracy of the information provided at these sites. Use at your own risk.