Social Security
Video Information Series
This series outlined below is designed to provide a high-level overview of Social Security retirement benefits and can be viewed one segment at a time or streamed in full. The content is intended as general information on Social Security retirement benefits. Any questions regarding your unique situation should be discussed with your personal legal and tax advisors or by contacting the Social Security Administration.
Video 1 - Answers To Some Questions About This Important Program
Social Security - will it be there? How is Social Security funded and what do the projections for the future look like?
How do you qualify for Social Security benefits? What is the payroll tax and how does it work?
Video 3 - Filing Strategies for Younger Married and Single Couples
Filing strategies for younger married clients and single clients are all about age and timing. What should workers born after January 1, 1954 remember about their filing choices for benefits?
Video 4 - Restricted Filing - Married and Divorced
Restricted filing for spousal benefits is still alive for many people, both married and divorced. How does it work and why is it important?
Video 5 - Restricted Filing For Widows and Widowers
Restricted filing is still alive for widows and widowers. Why is it different from restricted filing for married and divorced workers?
Video 6 - When Are Social Security Benefits Subject to Income Tax
When are Social Security benefits subject to income tax? How does the tax trap work and why is planning needed when filing for benefits?
Video 7 - An Early Filing Decision
What is the earnings test and how does that affect an early filing decision? Working and filing for benefits before full retirement age can cause problems. What should younger workers remember about filing for benefits?
Video 8 - Fitting Into The Overall Plan For Income In Retirement
How does Social Security fit into the overall plan for income in retirement? How do you leverage the 4-box strategy of required needs and guaranteed income sources and coordinated it with Social Security?
Additional Resources
For additional information specific to your situation, please contact your local Social Security Administration office, or log on to https://www.ssa.gov/
Please login or create your account here.
The information provided is not written or intended as specific tax or legal advice. MassMutual, its subsidiaries, employees, and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.